LUMINA FOUNDATION FOR EDUCATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUMINA FOUNDATION FOR EDUCATION INC (EIN 35-1813228)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349101271
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- 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 Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T08:16:26+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 3815 River Crossing Parkway Suite 3 | AddressLine1Txt |
| Address Line2 | 00 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 30 S Meridian St Suite 700 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jamie | PersonFirstNm |
| Person Last | Merisotis | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole M Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3175698989 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,413,211,168 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,289,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,739,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,087,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,089,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,938,999 | 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 | $1,683,333 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,120,596 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $103,090,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,799,154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,639,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $250,964 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,359,749 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,531,430 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $413,760 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,017,114 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,160,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $206,064 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,703,725 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $674,827 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $197,512 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $438,994 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $193,659 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,648 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $100,461 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,507,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,723,223 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,332,963 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $557,905 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $440,060 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188,537 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $212,769 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $451,798 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $840,737 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $75,414 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $756,236 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,766,554 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,093 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,211,706 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $800,249 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $799,539 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,030,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,370,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,998,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,916,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,888,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,158,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,636,321 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,921,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,552,907 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,888,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,079,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,537,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,910,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,429,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,669,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,669,565 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $403,362 | AcctRcvblAmt |
| Acct Rcvbl BOY | $385,513 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $403,362 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $403,362 | 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 | $433,312 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $343,769 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $343,769 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $28,479,859 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,382,008 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,382,008 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $582,616,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,651,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $373,651,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,730,143 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $44,753,056 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $44,753,056 | 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 | $892,479,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $903,160,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $903,160,141 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,773,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,441,262 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $296,401 | LandBOYAmt |
| Land EOY | $332,016 | LandEOYAmt |
| Land EOYFMV | $332,016 | LandEOYFMVAmt |
| Other Assets BOY | $28,730,190 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,515,834 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,515,834 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,602,580,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,413,211,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,413,211,168 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,428,713 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,870,946 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,082,113 | GrantsPayableBOYAmt |
| Grants Payable EOY | $354,700 | 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 |
| Total Liabilities BOY | $19,510,826 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,225,646 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,583,069,846 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,372,985,522 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,583,069,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,372,985,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,602,580,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,413,211,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,583,069,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,537,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $257,979,979 | OtherIncreasesAmt |
| Subtotal | $1,878,587,389 | SubtotalAmt |
| Other Decreases | $505,601,867 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,372,985,522 | 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 | $508,089,000 | $448,438,581 | $59,650,419 | $0 | $59,650,419 |
| CAPITAL GAINS FROM K-1'S | P | $2,288,580 | $2,288,580 | $0 | $2,288,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,938,999 | 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 | $985,663 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $985,663 | SubtotalAmt |
| Tax Based On Investment Income | $985,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,900,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $914,337 | OverpaymentAmt |
| Applied To ES Tax | $914,337 | 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 | 30 S Meridian St Suite 700 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Joseph Boateng | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 2.000 | $34,000 | $0 | $0 |
| Matt Breitfelder | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 2.000 | $34,000 | $0 | $0 |
| Justin Christian | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Kathy Davis | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 2.000 | $45,000 | $0 | $0 |
| Matthew Goldberg | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Austan Goolsbee | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Allan Hubbard | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Alisa Miller | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 2.000 | $34,000 | $0 | $0 |
| Christine Pambianchi | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| William Serrata | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $21,000 | $0 | $0 |
| David Wilson | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $28,000 | $0 | $0 |
| Jamie Merisotis | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | President/CEO | 40.000 | $977,040 | $103,942 | $2,520 |
| Holiday McKiernan | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Exec VP; COO; General Counsel; Secretary | 40.000 | $560,074 | $148,596 | $2,899 |
| Brad Kelsheimer | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP for Fin and Invest.; CFO; Treasurer | 40.000 | $437,737 | $70,989 | $2,310 |
| Courtney Brown | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP of Strategic Impact | 40.000 | $339,625 | $89,325 | $2,899 |
| Debra Humphreys | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP of Strategic Engagement | 40.000 | $282,634 | $56,758 | $2,448 |
| Chauncy Lennon | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP for the Future of Learning and Work | 40.000 | $341,186 | $90,187 | $0 |
| Timothy Robinson | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP of Administration and Partnerships | 40.000 | $231,602 | $71,840 | $3,078 |
| Carmen Ambar Twillie | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Director | 1.000 | $20,154 | $0 | $0 |
| Michelle Cooper | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP, Public Policy | 40.000 | $91,237 | $9,209 | $768 |
| Hong Linh Nguyen | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | VP, Equity Culture, & Talent | 40.000 | $103,786 | $9,150 | $630 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Christa Velasquez | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Dir Lumina I.V. | 40.000 | $213,422 | $45,226 | $100 |
| Shelley Lloyd | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Dir of HR & Fac | 40.000 | $205,772 | $105,706 | $2,368 |
| Kevin Corcoran | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Strategy Director | 40.000 | $210,156 | $96,069 | $2,842 |
| Julie Shewmaker | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | AVP for Fin & acct | 40.000 | $208,224 | $76,622 | $2,308 |
| Cody Coppotelli | |||||||||
| 30 S Meridian | Suite 700 | Indianapolis | IN | 46204 | Dir. of Investments | 40.000 | $209,958 | $75,226 | $2,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 54 | 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 | $2,205,947 | |
| HCM Strategists LLC | ||||||
| 501 Congress Ave | Austin | TX | 78701 | Support Lumina's state policy agenda | $1,849,507 | Suite 257 |
| VOX Global | ||||||
| PO Box 771733 | St Louis | MO | 63177 | Communication service provider | $605,555 | |
| Kite Washington LLC | ||||||
| 30 S MERIDIAN ST 1100 | INDIANAPOLIS | IN | 46204 | Rental property manager | $589,853 | |
| Morgan Lewis Bokius LLC | ||||||
| 1111 Pennsylvania Ave NW | Washington | DC | 20004 | Legal services provider | $375,171 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 76 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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, The Arnolt Center For Investigative Journalism at Indiana University, and the Firefly Children and Family Alliance Foundation. | Description1Txt |
| Expenses1 | $13,519,090 | 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 | $4,560,578 | 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 | $2,146,963 | Expenses3Amt |
| Description4 | 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 post-secondary education. | Description4Txt |
| Expenses4 | $1,345,593 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Coastal Enterprises, Inc - PRI Loan to support the expansion of the Child Care Business Lab and development of a business model. | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | Care Academy - Early stage education company focused on credentialing caregiver professionals. | Description2Txt |
| Expenses2 | $800,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $2,029,433 | AllOtherProgramRltdInvstTotAmt |
| Total | $3,829,433 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,379,766,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,827,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,120,267 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,403,714,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,403,714,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,055,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,382,658,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,132,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,132,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $985,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $985,663 | TotalTaxAmt |
| Distributable Before Adj | $68,147,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,697,821 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,845,080 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,845,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,079,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,829,433 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $242,715 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $69,151,951 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,845,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,147,668 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,044,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,158,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,587,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,381,849 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,320,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,151,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,151,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $693,129 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $693,129 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,627,398 | 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 | $12,454,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,172,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,044,755 | ExcessFromYear4Amt |
| Excess From Year3 | $30,158,428 | ExcessFromYear3Amt |
| Excess From Year2 | $10,587,827 | ExcessFromYear2Amt |
| Excess From Year1 | $10,381,849 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 2022 | 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 (337 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | 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. | $2,440,323 | |||
| State Center Community College District | |||||||||
| 1171 Fulton Street | Fresno | CA | 93721 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. (Madera Community College) | $1,000,000 | |||
| American Council on Education | |||||||||
| One Dupont Circle NW | Washington | DC | 200361193 | PC | To develop a new classification scheme for higher education and related efforts | $900,000 | |||
| American Journalism Project Inc | |||||||||
| 6218 Georgia Avenue NW Suite 1-59 | Washington | DC | 200115125 | PC | To support the Indiana Journalism Project. | $750,000 | |||
| Illinois Community College Board | |||||||||
| 401 East Capitol Avenue | Springfield | IL | 627011711 | PC | To create or expand skills gap training for students of color in at-risk communities through support services, credential completion, and workforce training. | $745,200 | |||
| Education Strategy Group | |||||||||
| 4716 Drummond Avenue | Chevy Chase | MD | 20815 | NC | To support the extension of the REACH Collaborative. | $700,000 | |||
| Washington Monthly Corporation | |||||||||
| 1200 18th Street NW Suite 330 | Washington | DC | 20036 | PC | To support independent, policy-oriented journalism about issues vital to creating a better-educated country. | $650,000 | |||
| WGBH Educational Foundation | |||||||||
| One Guest Street | Boston | MA | 02135 | PC | To support in-depth reporting and a new podcast on higher education. | $650,000 | |||
| Coastal Enterprises Inc | |||||||||
| 30 Federal Street | Brunswick | ME | 04011 | PC | To support the expansion of the Child Care Business Lab and development of a business model for peers nationwide | $600,000 | |||
| University of Hawaii Foundation | |||||||||
| 1314 South King Street Suite B | Honolulu | HI | 96814 | PC | To support Hawaii's efforts to increase Native Hawaiian, Pacific Islander and Filipino attainment through the Talent, Innovation, and Equity initiative and Lumina's equity policy audit state cohort with the Education Trust. | $575,000 | |||
| Ditchley Foundation The | |||||||||
| PC | To support The Ditchley Method's social network analysis framework for use in Human Network Design's influencer engagement strategy across various Ditchley and HND convenings. | $505,000 | Ditchley Park Enstone | Chipping Norton | UK | ||||
| Capital B News Inc | |||||||||
| 209 W 29th Street | New York | NY | 10001 | PC | To support Capital B News' coverage of Gary, Ind. | $500,000 | |||
| CCF Community Initiatives Fund | |||||||||
| 221 S Figueroa Street NO 400 | Los Angeles | CA | 90012 | PC | To support journalism that relates the achievement of quality short-term credentials to fair and just labor market outcomes. | $500,000 | |||
| Corporation for a Skilled Workforce | |||||||||
| PO Box 17 | Hartland | MI | 48353 | PC | To lead a community of practice focused on equity to the US Department of Labor's Strengthening Community Colleges cohort members. | $500,000 | |||
| Office of Community College Research and Leadership Univeristy of Illinois | |||||||||
| 51 Gerty Drive | Champaign | IL | 61820 | PC | To support a network of states implementing credential as you go models with equity conscious practices for adults of color. | $500,000 | |||
| 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 | $500,000 | |||
| Education Strategy Group | |||||||||
| 4716 Drummond Avenue | Chevy Chase | MD | 20815 | NC | To lead the coordination and technical advisory capacity of the state Credential As You Go network | $401,500 | |||
| Excelencia in Education Inc | |||||||||
| 1156 15th Street NW Suite 1001 | Washington | DC | 20005 | PC | To support policy and engagement strategies that accelerate credential attainment for Latino students. | $400,000 | |||
| Southern Poverty Law Center | |||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | PC | To support the Southern Poverty Law Center. | $400,000 | |||
| Trustees of Indiana University The | |||||||||
| P O Box 1847 | Bloomington | IN | 474021847 | PC | To support Phase 2 of the I.U. Network Science Institute's plan to develop network mapping and visualization tools to advance Lumina's Human Network Design strategy. | $400,000 | |||
| Alabama Possible | |||||||||
| PO Box 55058 | Birmingham | AL | 35255 | PC | To support the development of regional attainment networks throughout Alabama in support of the state's credentialing and workforce goals | $400,000 | |||
| Border Network for Human Rights | |||||||||
| 2115 North Piedras Street | El Paso | TX | 79930 | PC | To support the efforts of the Border Network for Human Rights. | $400,000 | |||
| Jobs for the Future Inc | |||||||||
| 50 Milk Street Floor 17 | Boston | MA | 02109 | PC | To provide technical assistance to the Illinois Community College Board for the design and implementation of employer engagement strategies intended to accelerate outcomes for Black learners. | $400,000 | |||
| Joint Center for Political and Economic Studies Inc | |||||||||
| 1090 Vermont Avenue NorthwestSuite | Washington | DC | 200054928 | PC | To produce research and inform a policy agenda for Black America around the future of work and learning. | $400,000 | |||
| Regents of the University of California - Los Angeles | |||||||||
| 10920 Wilshire Blvd Suite 500 | Los Angeles | CA | 90024 | PC | To support the Critical Race Studies Program at the University of California, Los Angeles School of Law | $400,000 | |||
| Regents of the University of California | |||||||||
| 9500 Gilman DriveMC 0927 | La Jolla | CA | 920930927 | PC | To support the Indigenous Futures Institute at the University of California, San Diego. | $400,000 | |||
| University of Central Florida Foundation | |||||||||
| 12424 Research Parkway Suite 250 | Orlando | FL | 328263257 | PC | To increase baccalaureate degrees and shorten time to complete those degrees among the Florida College System transfer population | $400,000 | |||
| Association of Community College Trustees | |||||||||
| 1101 17th Street Northwest Suite 3 | Washington | DC | 20036 | PC | To support a partnership between Maryland community colleges and other stakeholders to support skills-based hiring pathways into public and private sector jobs. | $350,000 | |||
| Lawyers for Good Government Inc | |||||||||
| 10685-B Hazelhurst Drive Suite 196 | Houston | TX | 77043 | PC | To support Lawyers for Good Government. | $350,000 | |||
| Research Foundation of CUNY | |||||||||
| 230 West 41st Street 7th Floor | New York | NY | 10036 | PC | To support the John Jay College Institute for Justice and Opportunity. | $350,000 | |||
| Campaign for College Opportunity | |||||||||
| 1149 South Hill Street Suite 925 | Los Angeles | CA | 90015 | PC | To support the Campaign for College Opportunity's efforts to inform the public about state-level policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $325,000 | |||
| National Council for Workforce Education | |||||||||
| 122 Calistoga Road 257 | Santa Rosa | CA | 95409 | PC | To convene national workforce and community college leaders to better understand and adapt to the green economy while also preparing students for quality jobs within it. | $300,000 | |||
| Public Radio Exchange | |||||||||
| 15 South 5th St | Minneapolis | MN | 55402 | PC | To support coverage of immigrants seeking education and training after high school. | $300,000 | |||
| Smithsonian (Museum of the American Latino) | |||||||||
| 1000 Jefferson Drive SW | Washington | DC | 20560 | PC | To evaluate Smithsonian Institution-Museum of the American Latino's guided pathways program in museum studies focused on creating a network that advances equity and culture across the country through Hispanic-serving institutions. | $275,000 | |||
| George Washington Institute of Public Policy | |||||||||
| 805 21st Street NorthwestSuite 625 | Washington | DC | 20052 | PC | To expand, improve and manage the Non-degree Credentials Research Network(NCRN). | $257,000 | |||
| National Student Clearinghouse Research Center | |||||||||
| 2300 Dulles Station Boulevard Suit | Herndon | VA | 20171 | PC | To better understand the re-enrollment, perseverance and credentials earned by students with some college, but no credential. | $254,700 | |||
| Greater Indianapolis Chamber of Commerce | |||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | PC | To support the Indy Chamber's Accelerate Indy regional strategy for economic growth in Central Indiana. | $250,000 | |||
| Greater Indianapolis Chamber of Commerce | |||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | PC | To support the Business Equity for Indy initiative. | $250,000 | |||
| State Higher Education Executive Officers | |||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To create a new model of state authorization and oversight, and prepare states for FAFSA simplification. | $250,000 | |||
| Equity Research Cooperative | |||||||||
| 3051 North 35th Street | Philadelphia | PA | 19132 | PC | To support design and pilot an anti-racist and equity-first intervention project | $250,000 | |||
| Markup News Inc | |||||||||
| PO Box 1103 | New York | NY | 10159 | PC | To support independent news coverage of the potential for technology to produce unjust outcomes among students of color.. | $250,000 | |||
| RAND Corporation | |||||||||
| 1776 Main StreetPO Box 2138 | Santa Monica | CA | 904072138 | PC | To conduct a research study on how education and training impact hiring, retention, and earnings for learners of color. | $250,000 | |||
| State Higher Education Executive Officers | |||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To support new and ongoing bodies of work, convenings, technical assistance, quality assurance, and state attainment goal setting. | $230,000 | |||
| Regents of the University of California - Irvine | |||||||||
| Office of Research | Irvine | CA | 926977600 | PC | To explore noncredit course and program taking, completion and labor market outcomes in the Virginia Community College System. | $230,000 | |||
| American Institutes for Research | |||||||||
| 1400 Crystal Drive 10th Floor | Arlington | VA | 22202 | PC | To research adult-friendly educational and training models that support participation among adults of color | $222,800 | |||
| Center for Public Integrity The | |||||||||
| 910 17th Street NW Suite 1030 | Washington | DC | 20006 | PC | To support investigative journalism on efforts to undermine academic freedom. | $210,000 | |||
| American Council on Education | |||||||||
| One Dupont Circle NW | Washington | DC | 200361193 | PC | To support ACE's early efforts to reinvent the Carnegie Classification system and to empower postsecondary leaders to navigate polarization and 'divisive concepts' | $200,100 | |||
| Aspen Institute The | |||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To support the Aspen Institute's efforts to improve community college student post-graduation success. | $200,000 | |||
| Research Foundation of State University of New York | |||||||||
| PO Box 9 | Albany | NY | 122010009 | PC | To support community colleges in the State University of New York system participation in Innovative Credentials to Associates Network to increase adult learner of color completion. | $200,000 | |||
| Advance Illinois | |||||||||
| 303 East Wacker Drive Suite 1925 | Chicago | IL | 60601 | PC | To support Advance Illinois' efforts to educate the public about state-level policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $200,000 | |||
| American Academy of Arts and Sciences | |||||||||
| 136 Irving St | Cambridge | MA | 02138 | PC | To further integrate the Aspen Forum for the Future of Higher Education with the Academy, incorporating journalists' participation. | $200,000 | |||
| Center for Racial Equity in Education | |||||||||
| 300 Camp Road Suite B14 | Charlotte | NC | 28206 | PC | To support the Center for Racial Equity in Education's (CREED) efforts to inform the public about state-level action and policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $200,000 | |||
| Community College Research Center | |||||||||
| Box 174 525 W 120th Street | New York | NY | 10027 | PC | Identify state funding strategies that support student success for working adult learners of color. | $200,000 | |||
| Denver Education Attainment Network | |||||||||
| 789 Sherman Street Suite 250 | Denver | CO | 80203 | PC | To support the Denver Education Attainment Network's (DEAN) efforts to inform the public about state-level action and policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $200,000 | |||
| Education Commission of the States | |||||||||
| 700 Broadway Suite 810 | Denver | CO | 80203 | PC | To improve credential transparency and workforce alignment | $200,000 | |||
| Organisation for Economic Cooperation & Development (OECD) | |||||||||
| 2001 L Street NW | Washington | DC | 20036 | GOV | Provide a comprehensive cross-country examination of existing quality assurance governance models in adult education and training, while elaborating in-depth on a number of selected topics that are currently of high salience in the field. | $200,000 | |||
| Partnership for College Completion | |||||||||
| 200 S Michigan Avenue Suite 1410 | Chicago | IL | 60604 | PC | To support the Partnership for College Completion's efforts to the educate the public about state-level policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $200,000 | |||
| Student Clinic for Immigrant Justice Inc | |||||||||
| 217 Hanover Street Suite 320 | Boston | MA | 021139998 | PC | To support the efforts of Student Clinic for Immigrant Justice (SCIJ). | $200,000 | |||
| Urban Institute The | |||||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | To support Corporation for a Skilled Workforce in implementation of a new community of practice focused on implementing equity-centered approaches in industry-community college partnerships. | $200,000 | |||
| World Education Inc | |||||||||
| 44 Farnsworth Street | Boston | MA | 02210 | PC | to foster more on-ramps for adult learners with barriers to access in REACH states through Ability to Benefit | $200,000 | |||
| Franklin College of Indiana | |||||||||
| 101 Branigin Boulevard | Franklin | IN | 46131 | PC | To support the expansion of TheStatehouseFile.com's public policy reporting in Indiana. | $180,000 | |||
| Colorado Community College System Foundation The | |||||||||
| 9101 E Lowry Boulevard | Denver | CO | 80230 | PC | To support Colorado community colleges participation in Innovative Credentials to Associates Network to increase adult learner of color completion. | $175,000 | |||
| Aspen Institute The | |||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To pilot new policies, practices and programs that support the success of students of color who are also parents at MSIs. | $150,000 | |||
| Association of Public and Land-grant Universities | |||||||||
| 1307 New York Avenue Northwest Su | Washington | DC | 200054722 | PC | To support development of navigation/recruitment strategies and comprehensive student success pathways for adults of color pursuing BA degrees. | $150,000 | |||
| National Association for College Admission Counseling | |||||||||
| 1050 North Highland Street Suite 4 | Arlington | VA | 22201 | PC | To operationalize a new framework for promoting greater racial equity in enrollment and financial aid systems | $150,000 | |||
| Steve Fund The | |||||||||
| PO Box 9070 | Providence | RI | 02940 | PC | To support The Steve Fund's programmatic expansion to HBCUs and MSIs. | $150,000 | |||
| Hechinger Institute on Education and the Media | |||||||||
| 475 Riverside Drive Suite 650 | New York | NY | 11105 | PC | To build operations and engagement capacity for a national nonprofit newsroom covering higher learning. | $150,000 | |||
| Ithaka SR | |||||||||
| One Liberty Plaza | New York | NY | 10006 | PC | To evaluate the Northeast Ohio Compact on debt forgiveness | $150,000 | |||
| Northern Essex Community College Foundation Inc | |||||||||
| 100 Elliott Street | Haverhill | MA | 01830 | PC | To support the operational costs associated with the Massachusetts Community College Living Expenses Pilot Study. | $150,000 | |||
| UnidosUS | |||||||||
| 1126 16th St NW | Washington | DC | 20036 | PC | To develop and launch a communications campaign centered on today's Latino/Hispanic students | $150,000 | |||
| University of Texas System The | |||||||||
| 210 W 7th Street | Austin | TX | 78701 | PC | To redesign student pathways to ensure equity. | $150,000 | |||
| Upwardly Global | |||||||||
| 505 8th Avenue Suite 1100 | New York | NY | 10018 | PC | To support immigrant and refugee students into educational and career opportunities. | $150,000 | |||
| Foundation for California Community Colleges | |||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | To support California Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. | $148,500 | |||
| University of Utah The | |||||||||
| 201 South Presidents Circle | Salt Lake City | UT | 841128952 | PC | To build a database of postsecondary education in prison programs and to evaluate Second Chance Pell sites. | $135,000 | |||
| Aspen Institute The | |||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To plan for options on how to mobilize the higher education community to advance climate solutions | $131,000 | |||
| National Association of System Heads | |||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | PC | To implement the comprehensive Equity Action Framework with six state systems. | $130,000 | |||
| Institute for Higher Education Policy | |||||||||
| 1825 K Street Northwest Suite 720 | Washington | DC | 20006 | PC | To share broadly the stories of returning adult students who overcame barriers to finish college. | $125,000 | |||
| Second Nature Inc | |||||||||
| 160 Alewife Brook Parkway 1182 | Cambridge | MA | 02138 | PC | To produce a toolkit to center climate justice in postsecondary climate action plans | $125,000 | |||
| Asante Art Institute of Indianapolis Inc | |||||||||
| 10 South New Jersey Suite 210 | Indianapolis | IN | 46204 | PC | To support the efforts of Asante art Institute of Indianapolis, INC. | $124,100 | |||
| Minnesota Education Equity Partnership | |||||||||
| 2233 University Ave W Suite 220 | St Paul | MN | 55114 | PC | To support MNEEP's efforts to inform the public about state-level policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $121,400 | |||
| New England Commission of Higher Education | |||||||||
| 301 Edgewater Place Suite 210 | Wakefield | MA | 01880 | PC | To support NECHE taskforce prototyping an addendum to current accreditation standards and evaluation process for quality assurance of non-credit programs and credentials. | $110,000 | |||
| Emerging Practitioners in Philanthropy | |||||||||
| PO Box 889385 | Los Angeles | CA | 900889385 | PC | To provide operational support and advance racial equity efforts in the philanthropic sector. | $100,000 | |||
| Johns Hopkins University | |||||||||
| 3400 N Charles Street | Baltimore | MD | 21218 | PC | To produce a new framework for understanding how collective settings influence people's ability to come together across lines of difference | $100,000 | |||
| Minnesota State Colleges and Universities | |||||||||
| 30 East 7th Street Suite 350 | St Paul | MN | 55101 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. (Minnesota State College Southeast) | $100,000 | |||
| Mitch Daniels Leadership Foundation | |||||||||
| 880 Monon Green Blvd Suite 101 | Carmel | IN | 46032 | PC | To support the Mitch Daniels Leadership Foundation fellowship program. | $100,000 | |||
| American Civil Liberties Union of Indiana Foundation Inc | |||||||||
| 1031 East Washington Street | Indianapolis | IN | 46202 | PC | To support the American Civil Liberties Union of Indiana. | $100,000 | |||
| Century Foundation Inc The | |||||||||
| One Whitehall Street 15th Floor | New York | NY | 10004 | PC | To understand messages that resonate with key audiences related to higher education cost and price. | $100,000 | |||
| College of Eastern Idaho | |||||||||
| 1600 South 25th East | Idaho Falls | ID | 83404 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Colorado Department of Higher Education | |||||||||
| 1600 Broadway Suite 2200 | Denver | CO | 80202 | NC | To support Colorado's participation in Lumina's equity policy audit state cohort with Education Trust. | $100,000 | |||
| Community College of Rhode Island Foundation | |||||||||
| 1762 Louisquisset Pike | Lincoln | RI | 02865 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| County College of Morris Foundation | |||||||||
| 214 Center Grove Road | Randolph | NJ | 07869 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Education Reform Now Inc | |||||||||
| 276 5th Avenue | New York | NY | 10001 | PC | To support Education Reform Now's efforts to educate the public about state-level policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $100,000 | |||
| Great Falls College - Montana State University | |||||||||
| 2100 16th Avenue South | Great Falls | MT | 59405 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Houston Community College System Foundation | |||||||||
| 3100 MainSuite 12B12 MC1148 | Houston | TX | 77002 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Indiana University Health Foundation Inc | |||||||||
| 1633 North Capitol Avenue | Indianapolis | IN | 46202 | PC | To support I.U.Health's Mosaic Center for Work, Life and Learning. | $100,000 | |||
| Indianapolis Foundation Inc | |||||||||
| 615 North Alabama Street Suite 119 | Indianapolis | IN | 46204 | PC | To support The Indianapolis Foundation's racial equity community leadership initiatives. | $100,000 | |||
| Jesuit Conference Inc | |||||||||
| 1726 New Hampshire Ave NW | Washington | DC | 20009 | PC | To provide a capacity building grant to the Descendants Truth and Reconciliation Trust and Foundation. | $100,000 | |||
| Long Beach Community College District | |||||||||
| 4901 E Carson Street | Long Beach | CA | 90808 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Louisiana Board of Regents | |||||||||
| PO Box 3677 | Baton Rouge | LA | 70821 | GOV | To support Louisiana's participation in Lumina's equity policy audit state cohort with Education Trust. | $100,000 | |||
| Madison Area Technical College | |||||||||
| 1701 Wright Street | Madison | WI | 53704 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Northern Arizona University | |||||||||
| PO Box 4092 | Flagstaff | AZ | 86011 | PC | To support a program that targets stop-out students with more than 60 completed credits to graduate with a Bachelor's Degree in 18 months or less. | $100,000 | |||
| Northwest-Shoals Community College | |||||||||
| 800 George Wallace Blvd | Muscle Shoals | AL | 35661 | PC | To support marketing and brand-building efforts at college and ultimately increase enrollment of adult learners. | $100,000 | |||
| Partners for College Affordability and Public Trust | |||||||||
| 1629 K Street NW Suite 300 | Washington | DC | 20016 | PC | To support Partners for College Affordability and Public Trust's (PCAPT) efforts to educate the public about state-level policies that increase postsecondary attainment and improve outcomes for Black, Hispanic, Latino, Native American, and adult learners. | $100,000 | |||
| Philanthropic Ventures Foundation | |||||||||
| 1222 Preservation Park Way | Okland | CA | 94612 | PC | To provide operational support in the expansion of Resilia's racial equity and DEI practices in the philanthropic sector. | $100,000 | |||
| Quality Education for Minorities Network | |||||||||
| 1818 N St NW Suite 350 | Washington | DC | 20036 | PC | To develop a framework for Indigenous student success | $100,000 | |||
| Southern New Hampshire University | |||||||||
| 2500 North River Road | Manchester | NH | 03106 | PC | To support Future Without Fear's Atlanta event in fall 2022 | $100,000 | |||
| Virginia Community College System | |||||||||
| 300 Arboretum Place Suite 200 | Richmond | VA | 23236 | PC | To support Virginia Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. | $100,000 | |||
| Trustees of Tufts College | |||||||||
| Research Administration | Boston | MA | 02111 | PC | To support a convenings series hosted by the Institute for Democracy & Higher Education (IDHE) on the new Democracy Re/Designed framework | $80,000 | |||
| Trustees of Indiana University The | |||||||||
| P O Box 1847 | Bloomington | IN | 474021847 | PC | To support the I.U. Network Science Institute's plan to develop network mapping and visualization tools to advance Lumina's Human Network Design strategy. | $75,000 | |||
| Council on Postsecondary Education | |||||||||
| 101 Airport Road | Frankfort | KY | 40601 | GOV | To support Kentucky's participation in Lumina's equity policy audit state cohort with Education Trust. | $75,000 | |||
| Elizabeth City State University | |||||||||
| 1704 Weeksville Rd | Elizabeth City | NC | 27909 | NC | To build HBCU institutional capacity to serve Black adult learners. | $75,000 | |||
| Fayetteville State University | |||||||||
| 1200 Murchison Road | Fayetteville | NC | 28301 | PC | To build HBCU institutional capacity to serve Black adult learners. | $75,000 | |||
| Johnson C Smith University | |||||||||
| 100 Beatties Ford Road | Charlotte | NC | 28216 | PC | To build HBCU institutional capacity to serve Black adult learners. | $75,000 | |||
| Shaw University | |||||||||
| 118 East South Street | Raleigh | NC | 27601 | PC | To build HBCU institutional capacity to serve Black adult learners. | $75,000 | |||
| Winston-Salem State University | |||||||||
| 601 South Martin Luther King Jr Dr | WinstonSalem | NC | 27110 | PC | To build HBCU institutional capacity to serve Black adult learners. | $75,000 | |||
| PEN America | |||||||||
| 588 Broadway Suite 303 | New York | NY | 10012 | PC | To support a series of events to inform the national narrative about 'divisive concepts' in higher education | $70,000 | |||
| Amalgamated Charitable Foundation Inc | |||||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | Funders group and subject matter experts working together and hosting convenings on the Job Quality Measurement Initiative. | $60,000 | |||
| Congregation of Holy Cross US Province | |||||||||
| PO Box 765 | Norte Dame | IN | 46556 | PC | To provide for the care of elderly priests and religious. | $60,000 | |||
| Media Impact Funders Inc | |||||||||
| 200 W Washington Square | Philadelphia | PA | 19106 | PC | To support the Journalism Funders Gathering and Media Impact Forum in 2023 and 2024. | $60,000 | |||
| Campus Compact | |||||||||
| 89 South Street Suite 103 | Boston | MA | 02111 | PC | To support the 2022 Newman Civic Fellows convening in Boston | $50,000 | |||
| Complete College America | |||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support invitational meeting, Democracy, Civic Learning and Student Success: Evidence, Equity, Collective Impacts | $50,000 | |||
| Council on Foundations | |||||||||
| 1255 23rd Street NW Suite 200 | Washington | DC | 20037 | PC | To support the 2022 COF Public Policy Summit. | $50,000 | |||
| Indiana Black Expo | |||||||||
| 601 N Shortridge Rd | Indianapolis | IN | 46219 | PC | To support the 2022 IBE Education Conference. | $50,000 | |||
| American Association of Colleges and Universities | |||||||||
| 1818 R Street Northwest | Washington | DC | 20009 | PC | To advance evidence on the efficacy of civic and community-based engagement in higher education at a state level in Utah | $50,000 | |||
| Civic Nation | |||||||||
| 727 15th Street NW | Washington | DC | 20005 | PC | To support strategic communications efforts around the student debt cancellation application. | $50,000 | |||
| Clackamas Community College | |||||||||
| 19600 Molalla Avenue | Oregon City | OR | 970457998 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| Fond du Lac Tribal and Community College | |||||||||
| 2101 14th Street | Cloquet | MN | 55720 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| Indian Hills Community College | |||||||||
| 525 Grandview Ave | Ottumwa | IA | 52501 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| Linn-Benton Community College Foundation | |||||||||
| 6500 Pacific Blvd SW | Albany | OR | 97321 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| Mississippi Institutions of Higher Learning | |||||||||
| 3825 Ridgewood Road Suite 930 | Jackson | MS | 39211 | NC | Complete2Compete (Jackson, MS), 1st place winner of Lumina Foundation's Beautiful Minds competition, in partnership with Freethink. | $50,000 | |||
| Monroe Community College Foundation | |||||||||
| 1000 East Henrietta Road | Rochester | NY | 14623 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| New America Foundation | |||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | A convening hosted by New America to highlight the initial outcomes of their work with the U.S. Departments of Commerce and Treasury on measuring social and economic progress differently. | $50,000 | |||
| Northwestern Michigan College Foundation | |||||||||
| 1701 E Front Street | Traverse City | MI | 49686 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| Oconee Fall Line Technical College | |||||||||
| 1189 Deepstep Rd | Sandersville | GA | 31082 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| Riverside Community College District Foundation | |||||||||
| PO Box 907 | Riverside | CA | 92502 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| STAR Scholars Network | |||||||||
| PO Box 374 | Perry Hall | MD | 21128 | PC | Publication and dissemination of global study on access and success initiatives | $50,000 | |||
| Western Nevada College Foundation | |||||||||
| 2201 West College Parkway | Carson City | NV | 89703 | PC | To support website redesign efforts in support of adult student participation. | $50,000 | |||
| American Association of Collegiate Registrars and Admissions Officers | |||||||||
| 1108 16th Street NW Suite 400 | Washington | DC | 20036 | PC | To support a kickoff convening for new WICHE/AACRAO project to develop tools and guidelines for improving administrative hold policies and practices. | $47,500 | |||
| University of Michigan The - School of Education | |||||||||
| 610 East University 1360F SEB | Ann Arbor | MI | 481091259 | PC | To complete research on non-credit data for five state systems. | $47,000 | |||
| North Carolina Community Colleges System Office | |||||||||
| 200 W Jones Street | Raleigh | NC | 27603 | PC | To expand the number of institutions involved in the REACH Collaborative in North Carolina | $40,000 | |||
| Campaign for College Opportunity | |||||||||
| 1149 South Hill Street Suite 925 | Los Angeles | CA | 90015 | PC | To support the Campaign for College Opportunity's Advancing Equity in Higher Education Post Affirmative Action convening | $35,000 | |||
| American Council on Education | |||||||||
| One Dupont Circle NW | Washington | DC | 200361193 | PC | To convene nonprofit mental health stakeholders to discuss and strategize on higher education role in addressing the mental health crisis. | $30,000 | |||
| 19th News | |||||||||
| 3267 Bee Caves Road | Austin | TX | 78746 | PC | To support a hybrid event focused on the history and implications of Title IX in American higher education. | $30,000 | |||
| Organisation for Economic Cooperation and Development | |||||||||
| 2001 L Street NW | Washington | DC | 20036 | GOV | To support the OECD Forum Engagement Group | $26,042 | |||
| Education Writers Association | |||||||||
| 1825 K Street NW Suite 200 | Washington | DC | 20006 | PC | To support a special reception at the EWA National Seminar in Orlando. | $25,000 | |||
| Indiana Philanthropy Alliance | |||||||||
| 1100 Symphony Centre32 East Washing | Indianapolis | IN | 462043583 | PC | To support the IPA's Philanthropy Leads Diversity Series, | $25,000 | |||
| Michigan College Access Network | |||||||||
| 200 N Washington Sq Ste 210 | Lansing | MI | 48933 | PC | To support technical assistance aligned to Lumina's State Policy Agenda. | $25,000 | |||
| State Higher Education Executive Officers | |||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To support the 2022 SHEEO Higher Education Policy Conference in Indianapolis, IN | $25,000 | |||
| State Higher Education Executive Officers | |||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | State Higher Education Executive Officers organization annual membership conference. | $25,000 | |||
| State Higher Education Executive Officers | |||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To support the 68th Annual meeting of SHEEO in Portland, Oregon | $25,000 | |||
| Trustees of Indiana University The | |||||||||
| P O Box 1847 | Bloomington | IN | 474021847 | PC | To support the Higher Education Philanthropy: A Course for the Future workshop. | $25,000 | |||
| US Chamber of Commerce Foundation | |||||||||
| 1615 H Street Northwest | Washington | DC | 200622000 | PC | This is an in-person convening to support participation of community colleges and partners from Illinois, Florida, and Arkansas in the second Talent Pipeline Management Academy under GR21-2105-1114391. | $25,000 | |||
| YMCA of Greater Indianapolis | |||||||||
| 615 North Alabama StreetSuite 200 | Indianapolis | IN | 46204 | PC | To support the 2023 Monster Meeting Series. | $25,000 | |||
| Arkansas Division of Higher Education | |||||||||
| 101 E Capitol Avenue Suite 300 | Little Rock | AR | 72201 | PC | This T/A award will support the Arkansas Department of Higher Education to review the role and scope for colleges and universities in the state. It will support NCHEMS to conduct a significant portion of the work while also seeking resources from the state. | $25,000 | |||
| Colorado Education Initiative | |||||||||
| 600 17th Street Suite 1400N | Denver | CO | 80264 | PC | To support technical assistance aligned to Lumina's State Policy Agenda. | $25,000 | |||
| Education Trust Inc The | |||||||||
| 1501 K Street NW Suite 200 | Washington | DC | 20005 | PC | To support state Technical Assistance aligned to Lumina's State Policy Agenda. | $25,000 | |||
| Indiana Canine Assistance Network Inc | |||||||||
| 5100 Charles Ct Suite 100 | Zionsville | IN | 46077 | PC | To support the Name a Puppy training initiative. | $25,000 | |||
| Madam Walker Legacy Center | |||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To support the Madam Walker Legacy Center 95th Anniversary, Official Grand Reopening. | $25,000 | |||
| Massachusetts Association of Community Colleges - Bunker Hill Community Col | |||||||||
| 15 Court Square Suite 960 | Boston | MA | 02108 | GOV | To support technical assistance aligned to Lumina's State Policy Agenda. | $25,000 | |||
| Milk Bank Inc The | |||||||||
| 5060 E 62nd Street Suite 128 | Indianapolis | IN | 46220 | PC | To provide general program support. | $25,000 | |||
| Myfuturenc Inc | |||||||||
| 301 N WILMINGTON ST | Raleigh | NC | 27601 | PC | To support state Technical Assistance aligned to Lumina's State Policy Agenda. | $25,000 | |||
| National Association of Black Journalists | |||||||||
| 8701-A Adelphi Road | Hyattsville | MD | 207837101 | PC | To support Lumina's NABJ panel session on the enrollment crisis and mental health. | $25,000 | |||
| National Center for Civic Innovation Inc | |||||||||
| 121 Avenue of the Americas 6th Flo | New York | NY | 10013 | PC | To support the Presidents Alliance initiatives to expand higher education access and career equity for undocumented students. | $25,000 | |||
| National Council on Black American Affairs Inc | |||||||||
| 2155 University Avenue | Bronx | NY | 10453 | PC | To support the Fall 2022 Men of Color Student Leadership Institute. | $25,000 | |||
| Ronald Reagan Presidential Foundation and Institute | |||||||||
| 40 Presidential Drive | Simi Valley | CA | 93065 | PC | To support the RISE Summit 2022. | $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 | |||
| Southern California College Access Network | |||||||||
| 1000 North Alameda StreetSuite 240 | Los Angeles | CA | 90012 | PC | Changemakers State Capitol Convening: Conversations between Changemakers and state leaders in Sacramento will focus on solutions that deconstruct systemic barriers to achieve racial equity in higher education. CA Student Leadership Analysis: This research proposal aligns with the Lumina Foundation's overall state policy goal to help states achieve racial justice and equity by eliminating systemic, structural barriers. | $25,000 | |||
| United Northeast Community Development Corporation | |||||||||
| 3908 Meadows Drive Suite 208 | Indianapolis | IN | 46205 | PC | To support The Hard Truth Series. | $25,000 | |||
| Urban Manufacturing Alliance | |||||||||
| 608 Henry St | Brooklyn | NY | 11231 | PC | To support Urban Manufacturing Alliance's 2022 Houston Gathering of manufacturing communities. | $25,000 | |||
| Young Invincibles | |||||||||
| 1025 Connecticut Avenue NW Suite | Washington | DC | 200365405 | PC | To support strategic communications efforts around the student debt cancellation application. | $24,000 | |||
| Investigative Reporters and Editors | |||||||||
| 138 Neff Annex | Columbia | MO | 65211 | PC | To support higher education training at national conferences for investigative and data journalists in 2023 and 2024. | $20,000 | |||
| Hispanas Organized for Political EqualityCalifornia | |||||||||
| 634 South Spring Street Suite 920 | Los Angeles | CA | 90014 | PC | To support HOPE's Education Workshops & Trainings | $20,000 | |||
| Metropolitan Indianapolis Public Broadcasting | |||||||||
| 1630 North Meridian Street Suite 2 | Indianapolis | IN | 462021437 | PC | To support WFYI broadcasting events for 2023. | $20,000 | |||
| New America Foundation | |||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | Follow up meeting to the Biden Administration Convening on Advancing Equity and Wellbeing through Data | $20,000 | |||
| Northwood Christian Church | |||||||||
| 4550 Central Avenue | Indianapolis | IN | 46205 | PC | To provide general support. | $20,000 | |||
| Rockefeller Philanthropy Advisors Inc | |||||||||
| 90 Church Street | New York | NY | 10008 | PC | To support the MyPromise 2022 Symposium event and mission | $20,000 | |||
| Gleaners Food Bank of Indiana Inc | |||||||||
| 3737 Waldemer Avenue | Indianapolis | IN | 46241 | PC | To provide support to the Gleaners School-Based Pantry program. | $16,000 | |||
| Gleaners Food Bank of Indiana Inc | |||||||||
| 3737 Waldemer Avenue | Indianapolis | IN | 46241 | PC | To provide general support for the School-Based Pantry. | $16,000 | |||
| Aspen Institute The | |||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To support the White House Tribal Youth Summit. | $15,000 | |||
| Association of Community College Trustees | |||||||||
| 1101 17th Street Northwest Suite 3 | Washington | DC | 20036 | PC | To support the 2022 ACCT SNAP Employment and Training Convening. | $15,000 | |||
| Indiana Latino Expo Inc | |||||||||
| 1113 E 86th St 111 | Indianapolis | IN | 46240 | PC | To support ILE's programming including the Indiana Latino Expo, Awards Gala, and Mayor's Breakfast. | $15,000 | |||
| Jobs for America's Graduates Inc | |||||||||
| 1600 Duke Street Suite 210 | Alexandria | VA | 223142720 | PC | To support the Jobs for America's Graduates (JAG) National Student Leadership Academy (NSLA). | $15,000 | |||
| Al Da Foundation | |||||||||
| 1835 Market Street Suite 450 | Philadelphia | PA | 19103 | PC | To support a reception celebrating multicultural and bilingual journalism. | $15,000 | |||
| Arizona Latino Leaders in Education | |||||||||
| 515 E Grant Street Suite 150 | Phoenix | AZ | 85004 | PC | This project will specifically engage parents, caregivers, educators, business and employer groups, local and state policymakers, and community leaders to connect the dots between student achievement, post-secondary attainment and the social determinants of education. | $15,000 | |||
| Eastern Kentucky Concentrated Employment Program Inc | |||||||||
| 100 Airport Gardens Road | Hazard | KY | 41701 | PC | EKCEP (Hazard, KY), 2nd place winner of Lumina Foundation's Beautiful Minds competition, in partnership with Freethink. | $15,000 | |||
| George Floyd Memorial Foundation Inc | |||||||||
| 122 South Calhoun | Tallahassee | FL | 32301 | PC | To support the 2022 George Floyd Memorial Foundation Volunteerism Week. | $15,000 | |||
| Indiana Latino Institute Inc | |||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | PC | To support the 2022 Indiana Latino Education Summit. | $15,000 | |||
| InnoPower Indy Inc | |||||||||
| 5868 E 71st Suite E-356 | Indianapolis | IN | 46220 | PC | To support the 2022 INNOPOWER Minority Business Conference. | $15,000 | |||
| Inside Higher Education Amex | |||||||||
| 1150 Connecticut Avenue Northwest | Washington | DC | 20036 | PC | To support an Inside Higher Ed webcast about what community colleges are doing to reverse enrollment declines. | $15,000 | |||
| Martin University | |||||||||
| 2186 North Sherman Drive | Indianapolis | IN | 46218 | PC | To support the Martin University 2022 Empowering Excellence Gala. | $15,000 | |||
| Metropolitan Indianapolis Public Broadcasting | |||||||||
| 1630 North Meridian Street Suite 2 | Indianapolis | IN | 462021437 | PC | To support the Listen Up Series | $15,000 | |||
| Santa Fe Community College Foundation | |||||||||
| 6401 Richards Avenue | Santa Fe | NM | 87508 | PC | Convening to educate key public policy stakeholders on the value of non-credit education, touching on high value certificates, best practices from other states, how might New Mexico move forward in non-credit education to benefit students and employers. | $15,000 | |||
| Southern Regional Education Board | |||||||||
| 592 Tenth Street Northwest | Atlanta | GA | 303185790 | PC | To support the SREB Student Success Summit. | $15,000 | |||
| Texas Higher Education Foundation | |||||||||
| 1200 East Anderson Lane | Austin | TX | 78752 | PC | Support for Annual Higher Education Conference. | $15,000 | |||
| Yavapai College | |||||||||
| 1100 East Sheldon Street | Prescott | AZ | 863013297 | PC | To support the launch of the Latino Parent Academy at Yavapai College. | $15,000 | |||
| University of Wisconsin Foundation | |||||||||
| 1848 University Avenue | Madison | WI | 537264090 | PC | To support broadening access to the book "New Models of Higher Education: Unbundled, Rebundled, Customized, & DIY." | $13,125 | |||
| Center for Leadership Development | |||||||||
| 2425 Dr Martin Luther King Jr Str | Indianapolis | IN | 462085546 | PC | To support the 42nd Annual Minority Achievers Awards & Scholarship Gala. | $12,500 | |||
| Higher Education Leadership Foundation | |||||||||
| 1203 E Grand Avenue 330 | Marshall | TX | 75670 | PC | To support the ideation, innovation, collaboration conference of the Higher Education Leadership Foundation. | $11,000 | |||
| American Association Of Blacks in Higher Education | |||||||||
| 1155 F St NW | Washington | DC | 20004 | PC | To support the AABHE National Symposium. | $10,000 | |||
| Asian AmericansPacific Islanders in Philanthropy | |||||||||
| 2201 Broadway 720 | Oakland | CA | 94612 | PC | To support the 2022 AAPIP and NAP Gathering. | $10,000 | |||
| Association of Black Foundation Executives Inc | |||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | PC | To support the 2022 ABFE Harambee Annual Conference. | $10,000 | |||
| Central Indiana Community Foundation | |||||||||
| 615 N Alabama St 119 | Indianapolis | IN | 46204 | PC | To support the Power of Women event. | $10,000 | |||
| Children's Bureau Inc | |||||||||
| 1575 Dr Martin Luther King Jr Str | Indianapolis | IN | 46202 | PC | To provide general program support to the Firefly Children & Family Alliance | $10,000 | |||
| Coburn Place Safe Haven | |||||||||
| 604 East 38th Street | Indianapolis | IN | 46205 | PC | To support the Apartment Sponsorship program. | $10,000 | |||
| Complete College America | |||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support CCA's Annual Convening. | $10,000 | |||
| Council for Opportunity in Education | |||||||||
| 1025 Vermont Ave NW Suite 900 | Washington | DC | 20005 | PC | To support the COE annual conference | $10,000 | |||
| Excelencia in Education Inc | |||||||||
| 1156 15th Street NW Suite 1001 | Washington | DC | 20005 | PC | To support the Examples of Excelencia and Celebracion de Excelencia event. | $10,000 | |||
| Grantmakers for Education | |||||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | PC | To support the 2022 GFE Annual Conference. | $10,000 | |||
| Hispanics in Philanthropy | |||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | To support the 2023 HIP Annual Conference. | $10,000 | |||
| Indiana Conference for Women LTD | |||||||||
| 9245 North Meridian Street Suite 3 | Indianapolis | IN | 46260 | PC | To support the 2022 Indiana Conference for Women. | $10,000 | |||
| Indianapolis Zoological Society | |||||||||
| 1200 West Washington StreetPO Box | Indianapolis | IN | 46222 | PC | To support Zoobilation 2023. | $10,000 | |||
| International Center The | |||||||||
| One Indiana Square Suite 200 | Indianapolis | IN | 46204 | SO I | To support the International Center's International Citizen of the Year event as well as intercultural trainings and events in Indianapolis. | $10,000 | |||
| Scholarship America | |||||||||
| 1550 American Boulevard EastSuite 1 | Minneapolis | MN | 554251197 | PC | To support the 2022 Dreams to Success event. | $10,000 | |||
| Second Helpings Inc | |||||||||
| 1121 Southeastern Avenue | Indianapolis | IN | 46202 | PC | To support Second Helpings Hunger Relief and Food Rescue programs. | $10,000 | |||
| ACT Inc | |||||||||
| 500 ACT DrivePO Box 168 | Iowa City | IA | 52245 | PC | the ACAC conference is a national effort to increase the number of first-generation college students and students from low-income families pursuing a college degree or other higher education credential. | $10,000 | |||
| Arnolt Center for Investigative Reporting The Media School Indiana Univers | |||||||||
| PO Box 500 | Bloomington | IN | 47402 | PC | To support the 2023 Investigative Journalism Symposium for the Arnolt Center for Investigative Reporting at the Media School. | $10,000 | |||
| Big Car Media Inc | |||||||||
| 615 North Alabama Street 119 | Indianapolis | IN | 46204 | PC | To support the Abloom with Art and Community project . | $10,000 | |||
| Breastfeeding Outreach for Greater Washington | |||||||||
| 1020 19th St NW Suite 150 | Washington | DC | 20036 | PC | To support the donor milk program | $10,000 | |||
| Capital Area Food Bank Inc | |||||||||
| 4900 Puerto Rico Ave NE | Washington | DC | 20017 | PC | To provide general operating support to the Capital Area Food Bank. | $10,000 | |||
| Community Partners | |||||||||
| 1000 Alameda StreetSuite 240 | Los Angeles | CA | 90012 | PC | To support California Compete's 10th Anniversary Celebration. | $10,000 | |||
| Economic Club of Indiana The | |||||||||
| 1630 North Meridian Street | Indianapolis | IN | 46202 | PC | To support the Economic Club speaker series for 2022-2023 | $10,000 | |||
| Generation Hope | |||||||||
| 415 Michigan Avenue NE Suite 430 | Washington | DC | 20017 | PC | To support Generation Hope's Spring Event Series. | $10,000 | |||
| Georgia State University Foundation | |||||||||
| PO Box 2668 | Atlanta | GA | 303012668 | PC | To support a professional development fund in the name of an Education Writers Association member killed this spring in Virginia by a stray bullet. | $10,000 | |||
| Grantmakers Concerned with Immigrants and Refugees | |||||||||
| PO Box 1100 | Sebastopol | CA | 95473 | PC | GCIR's national convening is the foremost gathering in philanthropy on immigrant and refugee issues. | $10,000 | |||
| Greater DC Diaper Bank | |||||||||
| 1532 A Street NE | Washington | DC | 20002 | PC | To support the Greater DC Diaper Bank Diaper Distribution. | $10,000 | |||
| Greater DC Diaper Bank | |||||||||
| 1532 A Street NE | Washington | DC | 20002 | PC | To provide general operating support to the Greater DC Diaper Bank. | $10,000 | |||
| Indiana Diaper Bank | |||||||||
| 9511 Angola Ct | Indianapolis | IN | 46032 | PC | To provide general support to the Indiana Diaper Bank's Diaper Distribution Network. | $10,000 | |||
| Indiana Diaper Bank | |||||||||
| 9511 Angola Ct | Indianapolis | IN | 46032 | PC | To provide start-up support for the Indianapolis Public Schools partnership. | $10,000 | |||
| Indiana Town Halls Inc | |||||||||
| 207 Buckingham Drive | Indianapolis | IN | 462083625 | PC | To support informed civil dialogue between elected officials and the public through Indiana Town Hall meetings. | $10,000 | |||
| Indianapolis Public Schools Education Foundation Inc | |||||||||
| 120 East Walnut Street Room 104B | Indianapolis | IN | 46204 | PC | To provide support to Crispus Attucks Museum's new projects. | $10,000 | |||
| Indy Reads | |||||||||
| 40 East Saint Claire Street | Indianapolis | IN | 46204 | PC | To support the inaugural breakfast fundraiser: Together, Indy Reads. | $10,000 | |||
| IZ NEST Healthly Hoosier Babies Program Inc | |||||||||
| PO Box 2271 | Indianapolis | IN | 46206 | PC | To provide support for their education series and gift card program for expectant mothers. | $10,000 | |||
| Leukemia and Lymphoma Society | |||||||||
| 530 Dexter Avenue North 300 | Seattle | WA | 98109 | PC | To provide support for Southeast (South Florida) location in memory of Marie McDemmond. | $10,000 | |||
| Massachusetts Department of Higher Education | |||||||||
| One Ashburton Place | Boston | MA | 02108 | PC | To support technical assistance aligned to Lumina's State Policy Agenda. | $10,000 | |||
| Meridian International Center | |||||||||
| 1630 Crescent Place NW | Washington | DC | 20009 | PC | Sponsoring network reception of new audiences including diplomats, university faculty and students on global collaboration. | $10,000 | |||
| One World Education | |||||||||
| 1800 KENYON ST NW | Washington | DC | 20010 | PC | To support the 2022 One World Graduation Campaign. | $10,000 | |||
| One World Education | |||||||||
| 1800 KENYON ST NW | Washington | DC | 20010 | PC | To support the One World Challenge | $10,000 | |||
| Phoenix Theatre Inc | |||||||||
| 705 North Illinois Street | Indianapolis | IN | 46204 | PC | To support the Phoenix Theatre in IDEA Consulting. | $10,000 | |||
| Postsecondary National Policy Institute | |||||||||
| 1828 L Street NW Suite 300-E | Washington | DC | 20036 | SO I | To support the 10th Anniversary Party for the Postsecondary National Policy Institute. | $10,000 | |||
| School on Wheels (SOW) | |||||||||
| 2955 N Meridian Street Suite 250 | Indianapolis | IN | 46208 | PC | To support the School on Wheels DEI Initiative. | $10,000 | |||
| SOME Inc | |||||||||
| 71 O Street NW | Washington | DC | 20001 | PC | To support SOME's holiday drive | $10,000 | |||
| St Richard's Episcopal School | |||||||||
| 33 East 33rd Street | Indianapolis | IN | 46205 | PC | To provide general operating support to Horizons at St. Richards program | $10,000 | |||
| Teachers Treasures Inc | |||||||||
| 1800 East 10th Street | Indianapolis | IN | 46201 | PC | To support the 2022 Circle City Donut Dash 5K. | $10,000 | |||
| TeenWorks Inc | |||||||||
| 2820 North Meridian St Suite 1250 | Indianapolis | IN | 46208 | SO I | To support the College Prep Bootcamp program. | $10,000 | |||
| University of New Hampshire Foundation Inc | |||||||||
| Elliott Alumni Center9 Edgewood Roa | Durham | NH | 03824 | PC | To support the pilot of UNH Sustainability Institute's "Carbon Clinic". | $10,000 | |||
| University of South Florida Foundation Inc | |||||||||
| Sam Martha Gibbons Alumni Center4 | Tampa | FL | 336208000 | PC | To support the FCAN Annual Summit which brings together researchers, policy makers, educators, and administrators in the state representing 17 regions, 31 counties, and over 700 organizations. | $10,000 | |||
| Wheeler Mission Ministries | |||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | PC | To support Wheeler Mission's efforts to address homelessness in Central Indiana. | $10,000 | |||
| National Press Foundation Inc | |||||||||
| 1211 Connecticut Avenue Northwest | Washington | DC | 20036 | PC | To support the 2023 National Press Foundation journalism awards dinner. | $9,800 | |||
| Dominican Sisters of Springfield | |||||||||
| 1237 West Monroe Street | Springfield | IL | 62704 | PC | To provide support in memory of Sister Mary Loyola. | $9,000 | |||
| United Negro College Fund | |||||||||
| 3737 North Meridian Street Suite 5 | Indianapolis | IN | 46208 | PC | To support the 2022 UNCF Masked Ball. | $7,500 | |||
| Boy Scouts of America | |||||||||
| 7125 Fall Creek Road North | Indianapolis | IN | 46256 | PC | To support the Career Education Exploring program. | $7,500 | |||
| Association for Practical and Professional Ethics | |||||||||
| 2961 W County Road 225 S | Greencastle | IN | 46135 | PC | To support the creation of Ethics Bowl teams at HBCUs, HSIs, and/or Tribal Colleges for the APPE IEB. | $7,500 | |||
| Funders Together to End Homelessness Inc | |||||||||
| 89 South Street Suite 603 | Boston | MA | 02111 | PC | To support Workforce Matters in facilitating a funder conversation about community college investments and priorities, with a particular emphasis on improving equitable outcomes for BIPOC learners. | $7,500 | |||
| Horton's Kids Inc | |||||||||
| 2233 Hunter Place SE | Washington | DC | 20020 | PC | To support the 2022 Home Runs for Horton's Kids event. | $7,500 | |||
| Indianapolis Press Club Foundation Inc | |||||||||
| PO Box 40923 | Indianapolis | IN | 462400923 | PC | To support the Thomas R Keating Competition. | $7,500 | |||
| Madam Walker Legacy Center | |||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To provide program support. | $7,500 | |||
| Madam Walker Legacy Center | |||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To support educational and cultural programming. | $7,500 | |||
| Indianapolis Zoological Society | |||||||||
| 1200 West Washington StreetPO Box | Indianapolis | IN | 46222 | PC | To support the Indianapolis Prize Gala to celebrate the victories of the world's leading animal conservationists. | $6,000 | |||
| Indiana University Health Foundation Inc | |||||||||
| 1633 North Capitol Avenue | Indianapolis | IN | 46202 | PC | To support 2022 Rev Indy. | $6,000 | |||
| Indiana University Health Foundation Inc | |||||||||
| 1633 North Capitol Avenue | Indianapolis | IN | 46202 | PC | To support Rev 2023. | $6,000 | |||
| Northview Christian Life Church | |||||||||
| 12900 Hazel Dell Parkway | Carmel | IN | 46033 | PC | To provide general support. | $6,000 | |||
| Cancer Support Community of Central Indiana | |||||||||
| 5150 West 71st Street | Indianapolis | IN | 46268 | PC | To support the 2022 Laughing Matters event. | $5,500 | |||
| Charitable Allies Inc | |||||||||
| 9100 Purdue Road Suite 115 | Indianapolis | IN | 46268 | PC | To support the Community Organization Legal Helpline. | $5,400 | |||
| Arts Council of Indianapolis | |||||||||
| 924 North Pennsylvania Street | Indianapolis | IN | 46204 | PC | To support the 2022 Start with Art event. | $5,000 | |||
| Big Brothers Big Sisters of Central Indiana Inc | |||||||||
| 1433 N Meridian Street | Indianapolis | IN | 462084715 | PC | To support The Main Event annual fundraising gala. | $5,000 | |||
| Central Indiana Corporate Partnership Foundation | |||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | PC | To support the TechPoint - Mission41K initiative. | $5,000 | |||
| Children's Bureau Inc | |||||||||
| 1575 Dr Martin Luther King Jr Str | Indianapolis | IN | 46202 | PC | To support the 13th Annual Young Professionals Advisory Board Trivia Night. | $5,000 | |||
| Children's Museum of Indianapolis Inc | |||||||||
| 3000 North Meridian Street | Indianapolis | IN | 46208 | PC | To support the Museum by Moonlight event. | $5,000 | |||
| College Mentors for Kids Inc | |||||||||
| 6081 East 82nd Street Suite 420 | Indianapolis | IN | 46250 | PC | To support the 2022 College Mentors for Kids National Conference. | $5,000 | |||
| Complete College America | |||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support the CCA's Annual Summer Policy Summit. | $5,000 | |||
| Complete College America | |||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support Complete College America's Annual Summer Policy Summit | $5,000 | |||
| La Plaza Inc | |||||||||
| 8902 East 38th Street | Indianapolis | IN | 46226 | PC | To support the La Plaza Night of the Americas. | $5,000 | |||
| United Negro College Fund | |||||||||
| 8260 Willow Oaks Corporate DrivePO | Fairfax | IN | 46208 | PC | To support the UNCF Unite 2022 convening focused on Black higher education | $5,000 | |||
| YMCA of Greater Indianapolis | |||||||||
| 615 North Alabama StreetSuite 200 | Indianapolis | IN | 46204 | PC | To support the YMCA at the Athenaeum Breakfast with Santa. | $5,000 | |||
| Bloomington Pearl Foundation | |||||||||
| PO Box 1044 | Bloomington | IN | 47402 | PC | To support the Cocktails for a Cause event. | $5,000 | |||
| Casa Chirilagua | |||||||||
| 4109 Mount Vernon Ave | Alexandria | VA | 22305 | PC | To support the Local Leaders Program. | $5,000 | |||
| Dayspring Center Inc | |||||||||
| PO Box 44105 | Indianapolis | IN | 46244 | PC | To support Dayspring Center's Education and Children's programs. | $5,000 | |||
| Education Trust - West The | |||||||||
| 580 2nd Street Suite 200 | Oakland | CA | 94607 | PC | To support Education Trust West's Education Equity Forum | $5,000 | |||
| Franklin College of Indiana | |||||||||
| 101 Branigin Boulevard | Franklin | IN | 46131 | PC | To support the Inaugural National Trauma Journalism Symposium. | $5,000 | |||
| Herron High School | |||||||||
| 110 East 16th Street | Indianapolis | IN | 46202 | PC | To support the Herron Classical Schools Second Annual Movie Night at Tibbs Drive-in | $5,000 | |||
| Humane Society of Hamilton County | |||||||||
| 10501 Hague Road | Fishers | IN | 46038 | PC | To support the 2022 Tinsel and Tails event. | $5,000 | |||
| Indianapolis Public Schools Education Foundation Inc | |||||||||
| 120 East Walnut Street Room 104B | Indianapolis | IN | 46204 | PC | To support the Shortridge High School 2022 Spring Musical Production. | $5,000 | |||
| Indy Black Chamber of Commerce | |||||||||
| 1449 North Pennsylvania StreetSuite | Indianapolis | IN | 46202 | PC | To support the ke'loor event. | $5,000 | |||
| Indy Eleven Foundation | |||||||||
| 47 South Pennsylvania Street Suite | Indianapolis | IN | 46204 | PC | To support underprivileged and under served members of the Community. Recognizing Groups and Organizations in the Community with the program. | $5,000 | |||
| Interstate Renewable Energy Council Inc | |||||||||
| 125 Wolf Road Suite 207 | Albany | NY | 12205 | PC | To support the 2022 Vision Summit in Washington, DC. | $5,000 | |||
| Junior Achievement of Central Indiana Inc (JA) | |||||||||
| 7435 N Keystone Avenue Door 5 | Indianapolis | IN | 46240 | PC | To support the Central Indiana Business Hall of Fame event. | $5,000 | |||
| Latino Community Development Corporation | |||||||||
| 9445 Champton Dr | Indianapolis | IN | 46254 | PC | To support the 2022 Santa Comes to Town event. | $5,000 | |||
| Lawrence Township School Foundation | |||||||||
| 6501 Sunnyside Road | Indianapolis | IN | 46236 | PC | To support the LCPAA 100 for 100 campaign. | $5,000 | |||
| Military Veterans in Journalism Inc | |||||||||
| 10824 Margate Road | Silver Spring | MD | 20901 | PC | To support Military Veterans in Journalism's 2022 convention providing professional development and career connections to military veterans working in the news media. | $5,000 | |||
| Mind Trust Inc The | |||||||||
| 1630 North Meridian Street Suite 4 | Indianapolis | IN | 46202 | PC | To support the Celebrating Education Innovation dinner. | $5,000 | |||
| Mozel Sanders Foundation | |||||||||
| 709 North Belmont Avenue | Indianapolis | IN | 46226 | PC | To support the 2022 Annual Mozel Sanders Thanksgiving Dinner. | $5,000 | |||
| OutCare Health Inc | |||||||||
| 7050 Wildridge Dr | Indianapolis | IN | 46256 | PC | To support the OutCare Health Annual Gala. | $5,000 | |||
| Outreach Inc | |||||||||
| PO Box 11416 | Indianapolis | IN | 46201 | PC | To support Outreach, Inc. in the Walking for Dreams event. | $5,000 | |||
| SOME Inc | |||||||||
| 71 O Street NW | Washington | DC | 20001 | PC | To support job training services provided by SOME. | $5,000 | |||
| United Northeast Community Development Corporation | |||||||||
| 3908 Meadows Drive Suite 208 | Indianapolis | IN | 46205 | PC | To provide general operation support to the United Northeast Development Corporation. | $5,000 | |||
| Warren Arts and Education Foundation | |||||||||
| 975 N Post Rd | Indianapolis | IN | 46219 | PC | To support the Warren Arts & Education Foundation 2023 Gala. | $5,000 | |||
| Indiana Natural Resources Foundation | |||||||||
| 402 West Washington W256 | Indianapolis | IN | 46204 | PC | To provide general support. | $4,500 | |||
| NAFSA Association of International Educators | |||||||||
| 1425 K Street NW | Washington | DC | 20005 | PC | Become an Associate Global Partner to engage with NAFSA's membership and conference attendees. | $4,500 | |||
| American Historical Association | |||||||||
| 400 A Street SE | Washington | DC | 20003 | PC | To support AHA's 136th Annual Meeting | $3,000 | |||
| Chinese Education Freedom Fund | |||||||||
| PO Box 304 | Winter Park | FL | 327900304 | PC | To provide support. | $3,000 | |||
| 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. | $2,500 | |||
| Indiana State Chamber of Commerce Foundation Inc | |||||||||
| 115 West Washington Street Suite 8 | Indianapolis | IN | 46204 | SO I | To support the Diversity, Equity & Inclusion Summit. | $2,500 | |||
| Indianapolis Professional Association | |||||||||
| PO Box 20712 | Indianapolis | IN | 46220 | PC | To support the IPA's 2022 Fall Networking Event & 2023 Spring Organizational Networking Luncheon. | $2,500 | |||
| Mentoring Women's Network Foundation | |||||||||
| 202 East Market Street | Indianapolis | IN | 46204 | PC | To support the 2022 Pass the Torch Day Celebration. | $2,500 | |||
| Michigan College Access Network | |||||||||
| 200 N Washington Sq Ste 210 | Lansing | MI | 48933 | PC | To support the Michigan College Access Network's 11th annual conference | $2,500 | |||
| Arts for Learning | |||||||||
| 546 East 17th Street Suite 200 | Indianapolis | IN | 46202 | PC | To support the ARTS POP! 60th Anniversary event. | $2,500 | |||
| Association for Career and Technical Education | |||||||||
| 1410 King Street | Alexandria | VA | 22314 | PC | To support ACTE's first annual postsecondary CTE convening. | $2,500 | |||
| Become Inc | |||||||||
| 207 E Ohio St Unite 291 | Chicago | IL | 60611 | PC | To support the Love & Liberation Festival, a Juneteenth celebration focusing on the goals of community change | $2,500 | |||
| Cathedral High School | |||||||||
| 5225 E 56th Street | Indianapolis | IN | 46226 | PC | To support the 2022 Cathedral Trivia Night. | $2,500 | |||
| Conner Prairie Museum Inc | |||||||||
| 13400 Allisonville Road | Fishers | IN | 46038 | PC | To support the Str8 Up Frederick Douglass in Rhythm, Rap, and Jazz event. | $2,500 | |||
| Eiteljorg Museum of American Indians & Western Art | |||||||||
| White River State Park500 W Washin | Indianapolis | IN | 462042707 | PC | To provide support for the Project 2021 museum and exhibit endeavor. | $2,500 | |||
| Hope Academy Inc | |||||||||
| 3919 Madison Avenue Suite 100 | Indianapolis | IN | 46227 | PC | To support the Rise & Shine for Hope fundraising breakfast. | $2,500 | |||
| Iibada Dancers Inc | |||||||||
| PO Box 22265 | Indianapolis | IN | 46222 | PC | To support the production of "The Brave". | $2,500 | |||
| Mount Moriah Missionary Baptist Church | |||||||||
| 2349-51 North Keystone Way | Indianapolis | IN | 46218 | PC | Community event designed to bring awareness and action to combat the scourge of domestic violence in Central Indiana and beyond. | $2,500 | |||
| New Hope of Indiana Inc | |||||||||
| 8450 N Payne Rd 300 | Indianapolis | IN | 46226 | PC | To support the Silver Cup Celebration. | $2,500 | |||
| Rockefeller Philanthropy Advisors Inc | |||||||||
| 90 Church Street | New York | NY | 10008 | PC | To support Partnership for American Democracy's convening on combating misinformation and addressing election integrity featuring several higher education leaders | $2,500 | |||
| St Richard's Episcopal School | |||||||||
| 33 East 33rd Street | Indianapolis | IN | 46205 | PC | To support the 2022 Regalia fundraising event. | $2,500 | |||
| Warren Arts and Education Foundation | |||||||||
| 975 N Post Rd | Indianapolis | IN | 46219 | PC | To support the Education Impact Gala. | $2,500 | |||
| Nova X-Stream | |||||||||
| 13481 Davenport Dr | Fishers | IN | 46037 | PC | To provide support for the Nyla Nova STEMversity. | $2,000 | |||
| Little Sisters of the Poor of Indianapolis Inc | |||||||||
| 2345 West 86th Street | Indianapolis | IN | 46260 | PC | To provide program support. | $1,800 | |||
| George Washington University The | |||||||||
| Office of Sponsored Projects 2121 | Washington | DC | 20052 | PC | To provide support in memory of Steve Crawford. | $1,000 | |||
| Indiana Sports Corporation | |||||||||
| 201 South Capitol Avenue | Indianapolis | IN | 46225 | PC | To support the Indiana Sports Corporation's Corporate Challenge. | $1,000 | |||
| Florida Association for Institutional Research Inc | |||||||||
| 1000 College Blvd | Pensacola | FL | 32504 | NC | To support the 2022 Florida Association for Institutional Research annual conference. | $1,000 | |||
| Northwest Central Indiana Community Partnerships Inc | |||||||||
| 1281 Win Hentschel Blvd Suite 2161 | West Lafayette | IN | 47906 | SO I | To support the 2022 WHIN Annual Meeting. | $1,000 | |||
| Partnerships for Lawrence Inc | |||||||||
| 8920 Otis Ave | Indianapolis | IN | 46216 | PC | To support the Junteenth Jubilee. | $1,000 | |||
| Society for the Propagation of the Faith | |||||||||
| 70 West 36th Street 8th Floor | New York | NY | 10018 | PC | To provide program support. | $900 | |||
| Westminster College | |||||||||
| 501 Westminster Aveune | Fulton | MO | 65251 | PC | To provide general support. | $749 | |||
| St Mark's United Methodist Church | |||||||||
| 100 North Highway 46 Bypass | Bloomington | IN | 47408 | PC | To support the Nursery School Scholarships. | $450 | |||
| Christ Church Cathedral | |||||||||
| 125 Monument Circle | Indianapolis | IN | 46204 | PC | To provide program support. | $420 | |||
| Champaign Parks Foundation | |||||||||
| Bresnan Meeting Center 706 Kenwood | Champaign | IL | 61821 | PC | To support the fundraising efforts of Virginia Theatre. | $375 | |||
| Paul Quinn College | |||||||||
| 3837 Simpson Stuart Rd | Dallas | TX | 75241 | PC | To support the fundraising efforts of need-based financial aid. | $375 | |||
| Christ Church Cathedral | |||||||||
| 125 Monument Circle | Indianapolis | IN | 46204 | PC | To provide support. | $150 | |||
| Christ Church Cathedral | |||||||||
| 125 Monument Circle | Indianapolis | IN | 46204 | PC | To provide community support. | $120 | |||
| George Washington University | |||||||||
| 45155 Research Place Suite 180 | Ashburn | VA | 20147 | PC | Donation in Lieu of flowers | $100 | |||
| Parkinson's Foundation | |||||||||
| 200 SE 1st Street Suite 800 | Miami | FL | 33131 | PC | Donation in Lieu of flowers | $100 | |||
| Trinity Free Clinic | |||||||||
| 1045 West 146th Street Suite B | Carmel | IN | 46032 | PC | In memory of Wayne Shewmaker. | $100 | |||
| Wounded Warrior Project | |||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | PC | In memory of Donald L. Steward. | $100 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,921,229 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $354,700 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,564,372 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,725,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,285,355 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,802,265 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $6,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,849,727 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,534,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,383,918 | 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 (7 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| AICPA | ||
| 1a(1) | $1,290 | organizational membership dues |
| American Payroll Institute INC | ||
| 1a(1) | $550 | organizational membership dues |
| Chartered Alt Investment Analyst Association | ||
| 1a(1) | $350 | organizational membership dues |
| Indiana CPA Society (INCPAS) | ||
| 1a(1) | $1,582 | organizational membership dues |
| Indy Chamber | ||
| 1a(1) | $2,000 | organizational membership dues |
| New York State Bar Assocation | ||
| 1a(1) | $275 | organizational membership dues |
| SHRM Society for Human Resource Mgmt | ||
| 1a(1) | $229 | organizational membership dues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Buffalo | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 Exchange Street Suite 525 | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $193,659 | Amt |
| Net Investment Income | $9,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,461 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Beam: Scalable platform providing financial tools and resources to support postsecondary completion rates. | $600,000 |
| EdVisorly: Software platform designed to foster student success. | $500,000 |
| The Reinvestment Fund, Inc: PRI loan to address the level of philanthropic, government, and other financial support to HBCUs. | $500,000 |
| College Consortium, Inc. (Acadeum): Early stage venture focused on course sharing across institutions to support student success. | $208,433 |
| EduNav: Early stage venture with a software product to increase on-time completion rates for students enrolled in postesecondary institution. | $171,000 |
| Brighthive: Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $50,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEPRECIATION EXPENSE- COMPUTER EQUIPMENT | $212,769 | $19,085 |
| DEPLETION | $432,713 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| College Consortium Inc Acadeum | ||||||||
| 210 Barton Springs Rd Suite 100 | Austin | TX | 78704 | 2019-12-19 | $1,000,000 | On-line course sharing among college networks. | $0 | Interim reports received and/or attended meetings every month in 2022 |
| College Consortium Inc Acadeum | ||||||||
| 210 Barton Springs Rd Suite 100 | Austin | TX | 78704 | 2021-02-12 | $300,000 | On-line course sharing among college networks. | $0 | Interim reports received and/or attended meetings at least monthly during 2022. |
| Bitwise | ||||||||
| 700 Van Ness Ave | Fresno | CA | 93721 | 2018-12-21 | $1,500,000 | Support growth and expansion of technology training focused on women and minorities. | $0 | Interim reports received and/or attended meetings: 5/6/2022; 9/8/2022 |
| Brighthive | ||||||||
| 20 West Kinzie | Chicago | IL | 60654 | 2019-12-23 | $500,000 | Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $0 | 2/25/2022; 5/18/2022; 9/30/2022; 11/28/2022; 12/16/2022 |
| Brighthive | ||||||||
| 20 West Kinzie | Chicago | IL | 60654 | 2018-11-19 | $999,995 | Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $0 | 2/25/2022; 5/18/2022; 9/30/2022; 11/28/2022; 12/16/2022 |
| Care Academy | ||||||||
| 281 Summer Street | Boston | MA | 02210 | 2017-08-09 | $500,000 | High quality training for in-home caregivers | $0 | 2/22/2022; 5/11/2022; 7/28/2022; 8/1/2022; 8/3/2022; 10/22/2022; 12/16/2022 |
| Care Academy | ||||||||
| 281 Summer Street | Boston | MA | 02210 | 2018-10-25 | $250,000 | High quality training for in-home caregivers. | $0 | 2/22/2022; 5/11/2022; 7/28/2022; 8/1/2022; 8/3/2022; 10/22/2022; 12/16/2022 |
| Cell-Ed | ||||||||
| 855 El Camino Real Suite 13A-212 | Palo Alto | CA | 94301 | 2018-06-01 | $1,000,000 | Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. | $0 | 2/22/2022; 5/11/2022; 7/28/2022; 8/1/2022; 8/3/2022; 10/22/2022; 12/16/2022 |
| Cell-ed | ||||||||
| 855 El Camino Real Suite 13A-212 | Palo Alto | CA | 94301 | 2019-12-20 | $375,000 | Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. | $0 | 2/22/2022; 5/11/2022; 7/28/2022; 8/1/2022; 8/3/2022; 10/22/2022; 12/16/2022 |
| Credly INC | ||||||||
| 404 5th Ave 3rd Floor | New York | NY | 10018 | 2018-10-31 | $500,000 | To support digital badge solution for managing credentials. | $0 | NA |
| CREDLY INC | ||||||||
| 404 5th Ave 3rd Floor | New York | NY | 10018 | 2017-03-17 | $500,000 | To support digital badge solution for managing credentials. | $0 | NA |
| Edovo | ||||||||
| 215 W Superior Street Suite 600 | Chicago | IL | 60654 | 2019-04-12 | $349,997 | Online education and self-improvement tools for prison inmates. | $0 | 2/16/2022; 5/5/2022; 8/12/2022; 11/4/2022, 11/4/2022 |
| Edovo | ||||||||
| 215 W Superior Street Suite 600 | Chicago | IL | 60654 | 2017-07-18 | $750,000 | Meaningful access to education, communication, and self-improvement tools for those affected by incarceration | $0 | 2/16/2022; 5/5/2022; 8/12/2022; 11/4/2022, 11/4/2022 |
| Edquity | ||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2019-04-25 | $200,000 | Platform providing financial tools and resources to support post-secondary completion rates. | $0 | 2/16, 4/14, 4/19, 6/1, 9/20, 9/22, 11/15,12/12 |
| Edquity | ||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2020-11-03 | $300,000 | Platform providing financial tools and resources to support post-secondary completion rates. | $0 | 2/16, 4/14, 4/19, 6/1, 9/20, 9/22, 11/15, 12/12 |
| Edquity | ||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2021-10-30 | $500,000 | Platform providing financial tools and resources to support postsecondary completion rates. | $0 | 2/16, 4/14, 4/19, 6/1, 9/20, 9/22, 11/15, 12/12 |
| EduNav | ||||||||
| 11215 Mount Crest Place | Cupertino | CA | 95014 | 2019-09-01 | $1,500,000 | Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. | $0 | 2/16/2022; 5/23/2022; 8/11/2022; 11/5/2022; 12/8/2022 |
| EduNav | ||||||||
| 11215 Mount Crest Place | Cupertino | CA | 95014 | 2020-12-22 | $100,000 | Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. | $0 | 2/16/2022; 5/23/2022; 8/11/2022; 11/5/2022; 12/8/2022 |
| Mentor Collective | ||||||||
| 294 Washington St Suite 607 | Boston | MA | 02108 | 2019-08-28 | $999,999 | Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. | $0 | 2/16/2022; 5/15/2022; 8/29/2022; 10/24/2022; 10/31/2022; 11/3/2022 |
| Mentor Collective | ||||||||
| 294 Washington St Suite 607 | Boston | MA | 02108 | 2020-11-24 | $250,000 | Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. | $0 | 2/16/2022; 5/15/2022; 8/29/2022; 10/24/2022; 10/31/2022; 11/3/2022 |
| Upswing | ||||||||
| 44 East Avenue Suite 200 | Austin | TX | 78701 | 2017-07-06 | $750,000 | Technology focused on improving student success through mentoring, advising and tutoring | $0 | 2/16; 3/21; 4/20; 5/12; 5/16; 8/1; 10/23; 11/3 |
| Upswing | ||||||||
| 44 East Avenue Suite 200 | Austin | TX | 78701 | 2018-11-19 | $500,000 | Technology focused on improving student success through mentoring, advising and tutoring | $0 | 2/16; 3/21; 4/20; 5/12; 5/16; 8/1; 10/23; 11/3 |
| Upswing | ||||||||
| 44 East Avenue Suite 200 | Austin | TX | 78701 | 2020-12-29 | $340,000 | Technology focused on improving student success through mentoring, advising and tutoring | $0 | 2/16; 3/21; 4/20; 5/12; 5/16; 8/1; 10/23; 11/3 |
| Viridis | ||||||||
| 3505 El Camino Real | Palo Alto | CA | 94306 | 2017-07-18 | $500,000 | Technology platform providing students with guided career pathways and employer job matching | $0 | NA |
| Viridis | ||||||||
| 3505 El Camino Real | Palo Alto | CA | 94306 | 2016-08-08 | $750,000 | Technology platform providing students with guided career pathways and employer job matching | $0 | NA |
| Edvisorly | ||||||||
| 5630 Venice Blvd Suite 1020 | Los Angeles | CA | 90019 | 2022-12-16 | $500,000 | Software platform connects students with 2YR and 4YR partners for degree completion. | $0 | NA |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $92,087,620 | GrossSalesPriceAmt |
| Total Net | $92,087,620 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $44,753,056 | EOYBookValueAmt |
| EOYFMV | $44,753,056 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $373,651,417 | EOYBookValueAmt |
| EOYFMV | $373,651,417 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,382,008 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,382,008 | 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 | $903,160,141 | BookValueAmt |
| EOYFMV | $903,160,141 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,387,070 | $1,208,868 | $178,202 | $88,188 |
| FURNITURE AND EQUIPMENT | $4,455,212 | $4,367,025 | $88,187 | $178,202 |
| OTHER ASSETS | $1,930,996 | $1,865,369 | $65,627 | $65,626 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $674,827 | LegalFeesAmt |
| Net Investment Income | $197,512 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $438,994 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $24,116,611 | $26,557,485 | $26,557,485 |
| CHARITABLE REMAINDER TRUST | $728,073 | $607,802 | $607,802 |
| OTHER ASSETS | $150,000 | $0 | $0 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $0 | $3,041,120 | $3,041,120 |
| INVESTMENT PROCEEDS RECEIVABLE | $3,735,506 | $28,309,427 | $28,309,427 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $505,481,596 |
| CHARITABLE REMAINDER ADJUSTMENTS | $120,271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT PROGRAM EXPENSE | $11,906,346 | $11,903,346 | |
| DUES | $413,708 | $413,709 | |
| RECRUITING/STAFF DEVELOPMENT | $336,962 | $334,357 | $2,605 |
| OFFICE EXPENSE | $217,215 | $216,642 | $573 |
| INSURANCE EXPENSE | $141,269 | $141,269 | |
| COMMUNICATIONS/TECHNOLOGY | $808,889 | $982,313 | $65,742 |
| OTHER MISCELLANEOUS EXPENSE | $206,467 | $6,391 | $76 |
| OTHER EXPENSES FROM K-1'S | $10,301,170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INVESTMENT INCOME/LOSS | $6,780 | $6,780 |
| TOTAL OF OTHER INCOME LISTED ON K-1'S | $11,113,816 | |
| TAX EXPENSE/CREDIT PER BOOKS | $1,676,553 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $257,979,979 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $3,035,923 | $2,723,223 | |
| VARIOUS OTHER PROFESSIONAL/CONSULTING FEES | $1,472,053 | $1,332,963 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON K-1'S | CategoryTxt |
| Net Investment Income | $188,537 | NetInvestmentIncomeAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
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 |