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LUMINA FOUNDATION FOR EDUCATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LUMINA FOUNDATION FOR EDUCATION INC (EIN 35-1813228)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349107686
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T16:13:05-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13815 River Crossing Parkway Suite 3AddressLine1Txt
Address Line200AddressLine2Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400977ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351813228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lumina Foundation for Education IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUMIBusinessNameControlTxt
Phone3179515300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S Meridian St Suite 700AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJamie MerisotisPersonNm
Person TitleCEOPersonTitleTxt
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJamiePersonFirstNm
Person LastMerisotisPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole M BencikPreparerPersonNm
PTINP00756195PTIN
Phone3175698989PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,602,580,672FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,534,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,874,546DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$166,346,314NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,121,833,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$136,050,691CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$60,877OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,221,648OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$177,941,571TotalRevAndExpnssAmt
Total Net Invst Incm$166,146,885TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,972,484CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$229,485CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,716,648CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$6,283,348OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$347,758OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$5,876,725OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$990,002PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$197,417PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,870,975PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$535,540LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$234,228LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$268,545LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$171,419AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,501AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$119,993AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,799,586OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,080,031OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,043,121OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$100,000InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$60,000InterestDsbrsChrtblAmt
Taxes Rev And Expnss$4,436,737TaxesRevAndExpnssAmt
Taxes Net Invst Incm$316,644TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$365,743DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$135,077DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$700,433OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$62,829OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$570,530OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$158,718TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$763TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$144,729TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$752,275PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$712,833PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,096,354OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,433,964OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$9,426,159OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,362,639TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,047,697TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,810,258TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,472,693ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,692,958ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,835,332TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,047,697TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$82,503,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$81,106,239ExcessRevenueOverExpensesAmt
Net Investment Income$149,099,188NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,112,912SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,429,281SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,429,281SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$384,301AcctRcvblAmt
Acct Rcvbl BOY$578,011AcctRcvblBOYAmt
Acct Rcvbl EOY$384,301AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$384,301AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$938,035PrepaidExpensesBOYAmt
Prepaid Expenses EOY$580,059PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$580,059PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$73,028,021USGovernmentObligationsBOYAmt
US Government Obligations EOY$28,479,859USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$28,479,859USGovtObligationsEOYFMVAmt
Corporate Stock BOY$540,078,787CorporateStockBOYAmt
Corporate Stock EOY$582,616,280CorporateStockEOYAmt
Corporate Stock EOYFMV$582,616,280CorporateStockEOYFMVAmt
Corporate Bonds BOY$58,785,888CorporateBondsBOYAmt
Corporate Bonds EOY$43,730,143CorporateBondsEOYAmt
Corporate Bonds EOYFMV$43,730,143CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$642,319,522OtherInvestmentsBOYAmt
Other Investments EOY$892,484,158OtherInvestmentsEOYAmt
Other Investments EOYFMV$892,484,158OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$7,530,562LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,234,161LandBldgEquipAccumDeprecAmt
Land BOY$620,225LandBOYAmt
Land EOY$296,401LandEOYAmt
Land EOYFMV$296,401LandEOYFMVAmt
Other Assets BOY$67,296,690OtherAssetsBOYAmt
Other Assets EOY$28,580,190OtherAssetsEOYAmt
Other Assets EOYFMV$28,580,190OtherAssetsEOYFMVAmt
Total Assets BOY$1,416,758,091TotalAssetsBOYAmt
Total Assets EOY$1,602,580,672TotalAssetsEOYAmt
Total Assets EOYFMV$1,602,580,672TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,998,840AccountsPayableBOYAmt
Accounts Payable EOY$15,428,713AccountsPayableEOYAmt
Grants Payable BOY$1,346,804GrantsPayableBOYAmt
Grants Payable EOY$4,082,113GrantsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$14,345,644TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,510,826TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,402,412,447NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,583,069,846NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,402,412,447TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,583,069,846TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,416,758,091TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,602,580,672TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,402,412,447TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$81,106,239ExcessRevenueOverExpensesAmt
Other Increases$438,887,451OtherIncreasesAmt
Subtotal$1,922,406,137SubtotalAmt
Other Decreases$339,336,291OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,583,069,846TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TOTAL PUBLICLY TRADED SECURITIESP$1,121,833,000$1,064,167,089$57,665,911$0$57,665,911
CAPITAL GAINS FROM K-1'SP$78,384,780$78,384,780$0$78,384,780
FieldValueIRS element (for citing)
Capital Gain Net Income$136,050,691CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,072,479InvestmentIncomeExciseTaxAmt
Subtotal$2,072,479SubtotalAmt
Tax Based On Investment Income$2,072,479TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,093,049EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,093,049TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,020,570OverpaymentAmt
Applied To ES Tax$250,000AppliedToESTaxAmt
Refund$770,570RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNDOrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.LUMINAFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJulie K ShewmakerIndividualWithBooksNm
Phone3179515300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 S Meridian St Suite 700AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (23 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Joseph Boateng
30 S MeridianSuite 700IndianapolisIN46204Director2.000$34,000$0$0
Matt Breitfelder
30 S MeridianSuite 700IndianapolisIN46204Director2.000$34,000$0$0
Joe Castro
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
Justin Christian
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
Kathy Davis
30 S MeridianSuite 700IndianapolisIN46204Director2.000$45,000$0$0
Matthew Goldberg
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
Austan Goolsbee
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
Allan Hubbard
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
F Joseph Loughrey
30 S MeridianSuite 700IndianapolisIN46204Director0.000$7,077$0$0
Alisa Miller
30 S MeridianSuite 700IndianapolisIN46204Director2.000$34,000$0$0
Christine Pambianchi
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
William Serrata
30 S MeridianSuite 700IndianapolisIN46204Director1.000$21,000$0$0
Belle Wheelan
30 S MeridianSuite 700IndianapolisIN46204Director1.000$7,077$0$0
David Wilson
30 S MeridianSuite 700IndianapolisIN46204Director1.000$28,000$0$0
Mark Yudof
30 S MeridianSuite 700IndianapolisIN46204Director1.000$7,077$0$0
Jamie Merisotis
30 S MeridianSuite 700IndianapolisIN46204President;CEO40.000$913,733$142,257$1,800
Holiday McKiernan
30 S MeridianSuite 700IndianapolisIN46204Exec VP; COO; General Counsel; Secretary40.000$523,556$162,788$2,256
Danette Howard
30 S MeridianSuite 700IndianapolisIN46204Sr VP and Chief Strategy Officer40.000$400,465$94,883$2,070
Brad Kelsheimer
30 S MeridianSuite 700IndianapolisIN46204VP for Fin and Invest.; CFO; Treasurer40.000$398,153$132,173$1,800
Courtney Brown
30 S MeridianSuite 700IndianapolisIN46204VP of Strategic Impact40.000$323,456$146,950$2,256
Debra Humphreys
30 S MeridianSuite 700IndianapolisIN46204VP of Strategic Engagement40.000$257,727$96,854$2,256
Chauncy Lennon
30 S MeridianSuite 700IndianapolisIN46204VP for the Future of Learning and Work40.000$299,679$114,765$1,800
Timothy Robinson
30 S MeridianSuite 700IndianapolisIN46204VP of Administration and Partnerships40.000$216,068$109,142$2,778

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Haley Glover
30 S MeridianSuite 700IndianapolisIN46204Strategy Director40.000$194,923$74,829$2,284
Christa Velasquez
30 S MeridianSuite 700IndianapolisIN46204Dir Lumina I.V.40.000$198,711$45,300$100
Shelley Lloyd
30 S MeridianSuite 700IndianapolisIN46204Dir of HR & Fac40.000$193,256$100,593$2,404
Kevin Corcoran
30 S MeridianSuite 700IndianapolisIN46204Strategy Director40.000$200,369$106,843$2,698
Julie Shewmaker
30 S MeridianSuite 700IndianapolisIN46204AVP for Fin & acct40.000$189,637$75,082$2,164
FieldValueIRS element (for citing)
Other Employee Paid Over50k55OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
CornerStone Partners
675 Jefferson ParkwayCharlottesvilleVA22911Investment consulting and advisory services$5,934,990
HCM Strategists LLC
501 Congress AveAustinTX78701Support Lumina's state policy agenda$1,343,861Suite 257
VOX Global
PO Box 771733St LouisMO63177Communication service provider$655,183
Kite Washington LLC
30 S MERIDIAN ST 1100INDIANAPOLISIN46204Rental property manager$555,758
Morgan Lewis Bokius LLC
1111 Pennsylvania Ave NWWashingtonDC20004Legal services provider$403,947
FieldValueIRS element (for citing)
Contractor Paid Over50k76ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Technical 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.Description1Txt
Expenses1$9,259,198Expenses1Amt
Description2Research 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$4,060,504Expenses2Amt
Description3Conferences and Convenings: The Foundation convenes post-secondary education leaders, policymakers, researchers, and others who are influential and actively involved in efforts to expand access to and success in post-secondary education, particularly among difficult-to-reach populations such as students of color, adults who delay their pursuit of education beyond high school, first-generation students, and students from low-income families. These convenings are focused on bringing together stakeholders around a range of topics with the objectives of learning, building, sharing, and acting. Topics covered range from overcoming barriers to post-secondary education to increasing rates of persistence and completion among students who enroll in college or other post-secondary programs.Description3Txt
Expenses3$1,285,003Expenses3Amt
Description4Philanthropy: 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 the Central Indiana Corporate Partnership. Other Lumina staff serve on boards such as The National Survey of Student Engagement, Indy Chamber, DePauw University and the Indiana University Lilly Family School of Philanthropy.Description4Txt
Expenses4$1,173,128Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1College Consortium, Inc. (Acadeum): On-line course sharing amoung college networks.Description1Txt
Expenses1$300,000Expenses1Amt
Total$300,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,476,456,973AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,289,750AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,260,761FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,501,007,484TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,501,007,484AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,515,112CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,478,492,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,924,619MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,924,619MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,072,479TaxBasedOnInvestmentIncomeAmt
Total Tax$2,072,479TotalTaxAmt
Distributable Before Adj$71,852,140DistributableBeforeAdjAmt
Recoveries Qualfied Distri$611,145RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,463,285DistributableBeforeDedAmt
Distributable As Adjusted$72,463,285DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,503,216ExpensesAndContributionsAmt
Program Related Invst Total$300,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$41,918CharitableAssetsAcquisPaidAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$82,845,134QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,463,285DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$17,160,656ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,147,668ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,044,755ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,158,428ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,587,827ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$92,099,334TotalExcessDistributionCyovAmt
Qualifying Distributions$82,845,134QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,463,285AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,381,849RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$102,481,183TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$17,160,656ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$85,320,527ExcessDistriCyovToNextYrAmt
Excess From Year4$13,147,668ExcessFromYear4Amt
Excess From Year3$21,044,755ExcessFromYear3Amt
Excess From Year2$30,158,428ExcessFromYear2Amt
Excess From Year1$10,587,827ExcessFromYear1Amt
Excess From Current Year$10,381,849ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonProgram Office New InquiryRecipientPersonNm

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1Lumina Foundation for EducationAddressLine1Txt
Address Line2PO Box 1806AddressLine2Txt
CityIndianapolisCityNm
Province Or StateINProvinceOrStateNm
CountryOCCountryCd
Foreign Postal462061806ForeignPostalCd
FieldValueIRS element (for citing)
Form And Info And MaterialsLumina 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 DeadlinesUNSOLICITED INQUIRIES RECEIVED BY THE END OF SEPTEMBER FOR THE YEAR 2021SubmissionDeadlinesTxt
Restrictions On AwardsLumina 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 (425 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Century Foundation Inc The
One Whitehall Street 15th FloorNew YorkNY10004EOFTo support the second cohort of Next100 policy entrepreneurs and share lessons with other policy organizations$225,000
Century Foundation Inc The
One Whitehall Street 15th FloorNew YorkNY10004EOFTo support work on federal higher education financing policies to better serve low-income students and students of color.$300,000
Century Foundation Inc The
One Whitehall Street 15th FloorNew YorkNY10004EOFTo expand current Industry and Inclusion cohort to include at least eight new community college-led partnerships in expanding manufacturing credentialing and employment opportunities for workers of color.$745,000
American Legion The
700 N Pennsylvania StIndianapolisIN46204NCTo generate advice and guidance to Department of Defense, industry, and academia on lowering credentialing barriers for veterans and servicemembers through continued American Legion programs and initiatives align military and civilian credentials.$100,000
Ohio State University The
203 Bricker Hall190 North Oval MallColumbusOH43215NCTo support the Mary Jane's Legacy Project.$250,000
Trustees of Indiana University The
PO Box 1847BloomingtonIN47402PCTo support the I.U. Network Science Institute's plan to develop network mapping and visualization tools to advance Lumina's Human Network Design strategy.$175,000
Trustees of Indiana University The
PO Box 1847BloomingtonIN47402PCTo support the IUPUI School of Education's Education for Liberation program.$250,000
University of North Carolina System
PO Box 2688 910 Raleigh RoadChapel HillNC27514PCTo increase university capacity to serve adult learners and increase adult learner enrollment within the UNC System$400,000
Association of Chamber of Commerce Executives Foundation
1330 Braddock Place Suite 300AlexandriaVA22314PCTo support up to eight partnerships between local or regional chambers of commerce and community colleges to expand employment aligned credential attainment for adults of color.$1,297,826
National Student Clearinghouse Research Center
2300 Dulles Station Boulevard SuiteHerndonVA20171PCTo improve the quality and process by which student data from industry credentialing bodies is matched to create a single learner record.$500,000220
National Student Clearinghouse Research Center
2300 Dulles Station Boulevard SuiteHerndonVA20171PCTo better understand the re-enrollment, perseverance and credentials earned by students with some college, but no credential.$1,000,000220
University of Texas System The
210 W 7th StreetAustinTX78701PCTo redesign student pathways to ensure equity.$400,000
Minnesota State System
30 East 7th Street Suite 350St PaulMN55101PCTo support the development of Strategic Enrollment Management Plans at up to 15 Minnesota State Community Colleges.$418,000
National Conference of State Legislatures
7700 East First PlaceDenverCO80230NCTo advance Lumina's state policy agenda among state legislators.$200,000
A Bigger Vision Films a Project of Child Advocates
7035 Doral N Dr Suite GIndianapolisIN46240PCTo support the film production of "Old Whitle Man Gets Woke," the story of Dan Wakefield, who reported on race relations in the segregated South during the fifities and sixties.$100,000
Bard Prison Initiative Bard College
30 Campus Road PO Box 5000AnnandaleonHudsonNY125045000PCTo support the development, implementation and scaling strategy of Bard Prison Initiative MicroColleges.$100,000
Colorado Department of Higher Education
1600 Broadway Suite 2200DenverCO80202NCTo support the Colorado Department of Higher Education's Equity Champions Coalition$125,000
Connecticut State Colleges and Universities board of Trustees
61 Woodland StreetHartfordCT06105NCTo perform an "adult learner policy audit" and build infrastructure to address costs beyond tuition for adults$91,300
Dorothy A Johnson Center for Phil & Nonprof Leade
201 Front Ave SW Suite 200Grand RapidsMI49401PCTo provide operational support to expand the student pipeline into the philanthropic sector.$100,000
Education Strategy Group
4716 Drummond AvenueChevy ChaseMD20815NCTo lead the coordination and technical advisory capacity of the state Credential As You Go network$1,300,000
Elizabeth City State University
1704 Weeksville RdElizabeth CityNC27909NCTo build HBCU institutional capacity to serve Black adult learners.$100,000
Fayetteville State University
1200 Murchison RoadFayettevilleNC28301PCTo build HBCU institutional capacity to serve Black adult learners.$100,000
Independent Sector
1602 L Street NorthwestSuite 900WashingtonDC20036PCTo support the creation of a durable partnership between the non-profit sector and the White House.$300,000
North Carolina Community Colleges System Office
200 W Jones StreetRaleighNC27603PCTo support North Carolina Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion.$400,000
Ohio Department of Higher Education
25 South Front StreetColumbusOH43215PCTo support Ohio's efforts to articulate high-quality industry recognized credentials that benefit learners of color into academic pathways aligned with Lumina's state policy agenda.$350,000
Open Campus Media Inc Institute for Nonprofit News
One Thomas Circle NW 700Washington DCCA90015PCTo support the journalism of a national reporter writing about racial equity in higher education.$325,000
PBS NewsHour Productions
3939 Campbell AvenueArlingtonVA22206PCTo support public television news broadcast segments related to the nation's need for increased educational attainment after high school..$625,000
Urban Institute The
500 LEnfant Plaza SWWashingtonDC20024PCTo support Urban Institute's research on designing grant aid to reduce racial and ethnic inequalities$115,000
Virginia Community College System
300 Arboretum Place Suite 200RichmondVA23236PCTo support Virginia Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion.$400,000
Virginia Community College System
300 Arboretum Place Suite 200RichmondVA23236PCTo create a pipeline into careers in construction and infrastructure through a combination of higher education and workforce training.$400,000
Winston-Salem State University
601 South Martin Luther King Jr DrWinstonSalemNC27110PCTo build HBCU institutional capacity to serve Black adult learners.$100,000
Achieving the Dream Inc
8403 Colesville Road Suite 450Silver SpringMD20910PCTo accelerate change and develop participation proof points in the field through direct investment in institutions.$707,800
American Council on Education
One Dupont Circle NWWashingtonDC200361193PCTo enable ACE to transform their CREDIT transcripts for work-based and military learning to use competencies and create digital learner records.$400
American University
4400 Massachusetts Avenue NWWashingtonDC20016PCTo design tools for the higher education sector that provide pedagogical, policy, and victim-centered responses to rising hate and polarization.$120,000
Aspen Institute The
2300 N Street NW Suite 700WashingtonDC20037PCTo pilot new policies, practices and programs that support the success of students of color who are also parents at MSIs.$350,000
Association of American Colleges and Universities
1818 R Street NorthwestWashingtonDC20009PCTo advance evidence on the efficacy of civic and community-based engagement in higher education$210,000
Association of American Colleges and Universities
1818 R Street NorthwestWashingtonDC20009PCTo support the Association of American Colleges and Universities' Truth, Racial Healing and Transformation Centers.$400,000
Association of Public and Land-grant Universities
1220 L Street NW Suite 1000WashingtonDC20005PCTo support development of navigation/recruitment strategies and comprehensive student success pathways for adults of color pursuing BA degrees.$818,000
Complete College America
350 Massachusetts Ave Suite 300IndianapolisIN46204PCCreate a HBCC/PBCC network and provide technical assistance to implement credentials to associates pathways and related policy guidance.$1,000,000
Complete College America
350 Massachusetts Ave Suite 300IndianapolisIN46204PCTo conduct research to determine which student success reforms benefit adult learners of color most$124,700
Complete College America
350 Massachusetts Ave Suite 300IndianapolisIN46204PCTo work with Kentucky's CPE to implement comprehensive pathways that align with students' career goals and integrate career competencies and experiential activities in degrees.$550,000
Council on Foundations
2121 Crystal Dr Suite 700ArlingtonVA22202PCTo provide strategic operational support for personnel and programmatic efforts.$100,000
Education Writers Association
3516 Connecticut Ave NWWashingtonDC20008PCTo support journalism training that supports informed, independent, authoritative coverage of higher learning issues.$650,000
Excelencia in Education Inc
1156 15th Street NW Suite 1001WashingtonDC20005PCTo support the advancement and scale of the Seal of Excelencia.$150,000
Georgetown University
37th O Streets NorthwestWashingtonDC20057PCAdd valuable empirical context around equity in postsecondary education and the economic value of degrees and credentials.$2,000,000
Higher Learning Advocates
1001 Connecticut Avenue NW Suite 71WashingtonDC20006PCTo support the general operations of Higher Learning Advocates$500,0000
Investigative Reporters and Editors
138 Neff AnnexColumbiaMO65211PCTo support investigative training for students and faculty members at minority-serving institutions.$160,000
Ivy Tech Foundation
50 West Fall Creek Parkway North DrIndianapolisIN46208PCTo support participation through the development of actionable strategic enrollment management plans at Ivy-Tech Indianapolis Campus.$200,000ive
NALEO Educational Fund
1122 West Washington Boulevard ThirLos AngelesCA90015PCTo support NALEO Education Fund's policymaker education and professional development on postsecondary education, talent development, and equitable attainment for Latino elected/appointed officials.$175,000d Floor
Purdue University
403 West Wood StreetWest LafayetteIN47907PCTo deploy Herman Rubin's charitable donation by supporting an intensive one week, one credit math skills development and enrichment program for rising high school sophomores during the summer session.$250,000
Research Foundation of State University of New York
PO Box 9AlbanyNY12246PCTo 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.$600,000
Research Foundation of State University of New York
PO Box 9AlbanyNY12246PCTo support the development of Strategic Enrollment Management plans at the 30 SUNY Community Colleges. (Connected to AACRAO grant)$900,000
United Negro College Fund
8260 Willow Oaks Corporate DrivePOFairfaxVA22031PCTo conduct an implementation evaluation of the scaling student success HBCU initiative$289,700Box 10444
US Chamber of Commerce Foundation
1615 H Street NorthwestWashingtonDC20062PCTo support two statewide Talent Pipeline Management Academies with community college partners.$1,500,000
Alabama Possible
PO Box 55058BirminghamAL35255PCTo support Alabama Possible$125,000
American Association of Collegiate Registrars and Admissions Officers
1108 16th Street NW Suite 400WashingtonDC20036PCTo study transcript and registration hold practices and potential remedies to promote re-enrollment and completion$200,000
American Association of Collegiate Registrars and Admissions Officers
1108 16th Street NW Suite 400WashingtonDC20036PCTo assist state community college systems in developing strategic enrollment management plans.$1,450,000
American Ditchley Foundation
31 West 34th Street 7th Floor 7010New YorkNY10016PCTo continue to develop the transatlantic Ditchley-Lumina partnership, with a focus on education, the renewal of democracies, and climate action$395,000
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007PCTo research adult-friendly educational and training models that support participation among adults of color$500,000
Behavioral Ideas Lab Inc
80 Broad Street 30th FloorNew YorkNY10004PCTo apply behavioral interventions aimed at increasing adult enrollment in bachelor's programs$494,000
Behavioral Ideas Lab Inc
80 Broad Street 30th FloorNew YorkNY10004PCTo help community colleges address behavioral design in their participation design work. (Linked to Participation Design RFP project)$517,000
Brennan Center for Justice
120 Broadway Suite 1750New YorkNY10271PCTo relaunch the Fellows Program to support a public better prepared to participate in civic life$300,000
California State University Foundation
401 Golden ShoreLong BeachCA90802PCTo digitize degree pathways and implement faculty dashboards in the CSU system.$650,000
Cambridge in America
PO Box 9123 JAF BLGNew YorkNY10087PCTo support the Universal Ownership Summit and the development of an open course on sustainable finance$120,000
Capital B News Inc
511 58th Street Apt BBrooklynNY11220PCTo support Capital B, a local and national nonprofit news organization.$300,000
Center for American Progress
1333 H Street Northwest Suite 100EWashingtonDC20005PCTo support research, policy analysis and nonpartisan advocacy in support of efforts to increase postsecondary attainment and quality, especially among low-income and adult students$330,000
Center for Law and Social Policy
1310 L Street NW Suite 900WashingtonDC20036PCTo support state and federal policy on addressing non-tuition costs, equity, and affordability$150,000
Center for Regional Economic Competitiveness
1550 Wilson Blvd Suite 600ArlingtonVA22209PCTo increase the capacity of the public Labor Market Information system to provide relevant sub-state and skills occupational projection data for education and training providers.$350,000
Chalkbeat Inc
1288 Coney Island Avenue 300434BrooklynNY10001PCTo support Chalkbeat's higher education coverage in Colorado and Indiana.$350,000
Colorado Community College System Foundation The
9101 E Lowry BoulevardDenverCO80230PCTo support Colorado community colleges participation in Innovative Credentials to Associates Network to increase adult learner of color completion.$800,000
Colorado Mountain College Foundation Inc
802 Grand AvenueGlenwood SpringsCO81601PCTo support the expansion of Dual Mission colleges.$100,000
Community College Research Center
Box 174 525 W 120th StreetNew YorkNY10027PCIdentify state funding strategies that support student success for working adult learners of color.$200,000
Data Quality Campaign Inc
1341 G St NW Suite 700WashingtonDC20005PCTo build internal expertise and educate state and national partners on policies needed to move the needle on quality postsecondary and workforce data further, faster.$300,000
EdSource
436 14th Street Suite 1005OaklandCA94612PCTo support coverage of higher education issues in California.$350,000
Education Trust Inc The
592 Tenth St NWAtlantaGA30318PCTo support Ed Trust in providing technical assistance to a cohort states implementing the Ed Trust Equity Policy Audit framework$450,000
Equal Measure
520 Walnut Street Suite 1450PhiladelphiaPA19106PCTo serve as the implementation evaluation partner for the comprehensive participation design initiative$474,800
Flanner House of Indianapolis Inc
2424 Dr MLK Jr StreetIndianapolisIN46208PCTo support the Flanner House of Indianapolis Community Mental Health Center.$200,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811PCTo support California Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion.$1,000,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95814PCTo support participation through the development of actionable strategic enrollment management plans at 10-20 California Community Colleges. (Connected to AACRAO grant)$653,700
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95814PCTo build on existing partnerships between California community colleges, the California Workforce Development Board, and the State Building & Construction Trades Council to improve community college outcomes for High Road Construction Careers participants.$1,000,000
Fundacion Comunitaria de Puerto Rico
PO Box 70362San JuanPR00936PCTo support the REBIA initiative designed to combat racism and inequities in Afro-LatinX communities in Latin America and the U.S.$200,000
George Washington Institute of Public Policy
805 21st Street NorthwestSuite 625WashingtonDC20052PCTo expand, improve and manage the Non-degree Credentials Research Network(NCRN).$250,000
Georgia State University Foundation
PO Box 2668AtlantaGA30301PCTo support the National Institute for Student Success.$275,000
Goodwill Foundation of Central and Southern Indiana Inc
1635 W Michigan StreetIndianapolisIN46222PCTo support Goodwill's collobaration with Cook Medical Group to bring employment, housing and food security to the residents living in the near-eastside of Indianapolis.$250,000
Hechinger Institute on Education and the Media
475 Riverside Drive Suite 650New YorkNY100276696PCTo produce, publish, and broker publication of in-depth national education stories about the need for more people to receive education and training beyond high school.$850,000
Highlander Research & Education Center Inc
1959 Highlander WayMaryvilleTN37802PCTo support the Highlander Research and Education Center's efforts to work with people in Appalachia and the South through popular education, language justice, participatory research, cultural work and intergenerational organizing.$400,000
HOPE Center for College Community and Justice - Temple University
1301 Cecil B Moore Avenue Ritter AnPhiladephiaPA191226027PCTo improve cost of attendance estimates and student need calculations$150,000nex
HOPE Center for College Community and Justice - Temple University
1301 Cecil B Moore Avenue Ritter AnPhiladephiaPA19122PCTo build capacity in federal higher education policy related to student basic needs$400,000nex
Institute for College Access and Success The
1212 Broadway Suite 1100OaklandCA94612PCTo develop and advance policy proposals to strengthen the federal-state partnership on higher education.$350,000
Ithaka SR
101 Greenwich Street 18th FLNew YorkNY10006PCTo pilot a 'stranded credits clearinghouse' in at least one state$350,000
James B Hunt Jr Institute for Edu Leadership and Policy Fdn
4000 Centergreen Way Suite 301CaryNC27713PCTo support state leaders to gain awareness of and to address structural racism in funding and policy.$300,000
Jeremiah Program
615 1st Avenue Northeast Suite 210MinneapolisMN55413PCTo support the Jeremiah Program to advance racial justice for single mother student families.$50,000
Jobs for the Future Inc
50 Milk Street Floor 17BostonMA02110PCTo make federal policymakers aware of solutions to increase attainment for adults, particularly those without prior postsecondary experience$350,000
Jobs to Move America
525 South Hewitt StreetLos AngelesCA90013PCTo develop a partnership between employers, community colleges, HBCUs, and other stakeholders that creates new job opportunities in green manufacturing through community benefits agreements.$400,000
Johnson C Smith University
100 Beatties Ford RoadCharlotteNC28216PCTo build HBCU institutional capacity to serve Black adult learners.$100,000
Maryland Center at Bowie State University Inc The
14000 Jericho Park RdBowieMD20715PCTo provide operational support in the exploration of a philanthropic degree progam at Bowie State University.$100,000
MDRC
200 Vesey Street 23rd FloorNew YorkNY10016PCTo conduct an implementation study of SUCCESS$500,000
Mid-States Minority Supplier Development Council
2126 N Meridian StreetIndianapolisIN46202PCTo support MSDC's Accelerate 100+ training program that focuses on the growth and development of Black-owned business owners.$175,000
Migration Policy Institute
1400 16th Street NW Ste 300WashingtonDC20036PCTo provide data and promising practices that can be used to increase credential attainment of first and second-generation immigrants.$281,000
Multiplier
548 Market St PMB 81178San FranciscoCA94104PCTo support the launch of the All We Can Save Project's learning and education work$500,000
NAACP Legal Defense Fund
40 Rector Street 5th FlNew YorkNY10006PCTo support the NAACP Legal and Educational Defense Fund$300,000
National College Advising Corps Inc
301 W Barbee Chapel Road Suite 210Chapel HillNC27517PCTo support production of "The Class," a documentary series that follows a racially diverse group of students near Oakland as they prep for college.$150,000
National Fund for Workforce Solutions
1730 Rhode Island Ave NW Suite 712WashingtonDC20036PCTo strengthen community college engagement in five regional workforce collaboratives with a goal of increasing credential attainment for workers of color and women by 10 percent over current baseline.$799,657
National Legal Aid and Defender Association
1901 Pennsylvania Ave NW Suite 500WashingtonDC20006PCTo support the Black Public Defender Association.$300,000
National Skills Coalition
1250 Connecticut Avenue NorthwestWashingtonDC20036PCTo support state efforts to 1) expand financial assistance for adult learners participating in community college workforce programs; and 2) expand SNAP E&T partnerships between community college systems and state human service agencies.$1,300,000
National Student Legal Defense Network
1015 15th Street NW Suite 600WashingtonDC20005PCTo develop new legal policy research and proposals to promote equity and accountability.$300,000
New America Foundation
740 15th Street Northwest Suite 900WashingtonDC20005PCTo build a school of thinkers and actors advancing new political economy and community wealth building paradigms$300,000
New America Foundation
740 15th Street Northwest Suite 900WashingtonDC20005PCTo support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students$725,000
New York University (Marron Institute)
370 Jay Street 12th FloorBrooklynNY11201PCTo support a book on the crumbling American promise to provide college opportunity for all, regardless of family income, and the need for ambitious, next-stage solutions.$145,000
Office of Comm College Research and Leadership - UI
51 Gerty DriveChampaignIL61820PCTo support a network of states implementing credential as you go models with equity conscious practices for adults of color.$1,000,000
Public Agenda Inc
1 Dock 72 WayBrooklynNY11205PCTo support an effort to find hidden common ground among the American public on education and training after high school.$250,000
Regents of the University of California - Davis
Office of Research Sponsored PrograDavisCA95618PCTo research participation trends in California Community Colleges.$375,000ms
Regents of the University of California - Irvine
Office of ResearchIrvineCA92697PCTo explore noncredit course and program taking, completion and labor market outcomes in the Virginia Community College System.$230,000
Research for Action
100 South Broad Street Suite 700PhiladelphiaPA19110PCTo conduct research to understand state and system responses to Coronavirus-related displaced workers$575,000
Rockefeller Philanthropy Advisors Inc
6 West 48th Street 10th FloorNew YorkNY10036PCTo support the Prioritizing Adult Community College Enrollment initiative for community college participation.$1,562,500
Seattle Foundation The
1601 Fifth Avenue Suite 1900SeattleWA98101PCTo support the Equitable Evaluation Initiative.$250,000
Second Nature Inc
18 Tremont Street Suite 608BostonMA02108PCTo produce new models related to climate literacy, innovation, and new solutions to global challenges.$282,000
Seventh Generation Fund for Indigenous Peoples Inc
PO Box 4569ArcataCA95518PCTo support the Seventh Generation Fund for Indigenous Peoples.$250,000
Shaw University
118 East South StreetRaleighNC27601PCTo build HBCU institutional capacity to serve Black adult learners.$100,000
St Louis Regional Public Media Inc
3655 Olive StSt LouisMO63108PCTo explore through community engagement how adults pursue short-term credentials and to produce relevant, independent journalism on this topic.$249,700
Student Organizing Inc
294 Washington St Ste 500BostonMA02108PCTo support Student PIRG state and federal advocacy efforts$250,000
The Common Application Inc
3003 Washington Blvd Suite 1000ArlingtonVA22201PCTo support Common App.$175,000
The Conversation US Inc
89 South Street Ste 202BostonMA02111PCTo position higher education researchers to share their expertise related to increasing attainment with mainstream audiences.$365,000
Trustees of Boston University
881 Commonwealth AvenueBostonMA02215PCTo support Boston University Center for Antiracist Research$500,000
Trustees of Tufts College
163 Packard Ave Barnum HallMedfordMA02155PCTo produce a conceptual framework and related research on educating for a strong, inclusive democracy$105,000
UnidosUS
1126 16th St NWWashingtonDC20036PCTo develop and launch a communications campaign centered on today's Latino/Hispanic students$450,000
Veterans Education Success
4708 Essex AveChevy ChaseMD20815PCTo support engagement with Department of Education negotiated rulemaking.$200,000
WASC Senior College and University Commission
985 Atlantic Avenue Suite 100AlamedaCA94501PCTo promote postsecondary student success and build accreditors' capacity to achieve accountability and quality improvement goals.$245,000
Young Invincibles
1201 Connecticut Avenue NW Suite 60WashingtonDC20036PCTo elevate student voices in federal postsecondary policy discussions.$315,0000
Northwest Central Indiana Community Partnerships Inc
1281 Win Hentschel Blvd Suite 2161West LafayetteIN47906SO ITo honor a gift from the Herman Rubin estate by supporting the Wabash Heartland Innovation Network's Living Lab and IoT education programs.$500,000
Postsecondary National Policy Institute
1828 L Street NW Suite 300-AWashingtonDC20001SO ITo support non-partisan efforts to provide professional development on higher education policy to Congressional staff and policymakers$335,500
Southside Animal Shelter
1614 West Edgewood AvenueIndianapolisIN46217PCTo support animals in need.$90
Miracle Place Inc
940 North TempleIndianapolisIN46201PCTo provide program support in memory of Michael Joseph Corcoran.$100
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo support the Indiana Daily Student Legacy Fund.$150
TX Woman's University Foundation
PO Box 425618DentonTX76204PCTo support the Carolyn and Earl Myres CARE Endowment.$150
Big Cat Rescue Corp
12802 Easy StTampaFL33625PCTo provide program support in honor of Susan Ford.$150
Christ United Methodist ChurchWashington In
104 South Meridian StreetWashingtonIN47501PCTo support a memorial for Rex Humbaugh.$150
Cure Starts Now Foundation The
10280 Chester RoadCincinnatiOH45215PCTo provide general operating support.$150
DC Special Education Co-op
1112 11th Street NWWashingtonDC20001PCTo support the Co-op's core programming on Giving Tuesday.$150
St Joseph's School
1138 Seminole AvenueWest Saint PaulMN55118PCTo provide support where needed as a match to a Gala donation in honor of Jack Jaeger(grade K).$150
Westchester Mental Health Guild
7891 La Tijera BlvdLos AngelesCA90045PCTo provide general support in memory of Gail Teller Levy.$150
Wilberforce University Alumni Association
PO Box 370WilberforceOH45384PCTo provide general support.$180
Global Impact
1199 North Fairfax Street Suite 300AlexandriaVA22314PCTo support campaign project for Philanthropy Together.$225
Salvation Army Indianapolis
6060 Castleway West DrIndianapolisIN46250PCTo provide food and shelter to those in need.$225
Wheeler Mission Ministries
205 East NY StreetIndianapolisIN46204PCTo support care for the homeless.$225
Riley Hospital for Children
705 Riley Hospital DrIndianapolisIN46202PCBereavement donation to support children's pediatric care$80
Best Friends
5001 Angel Canyon RdKanabUT84741PCBereavement donation to support animal sanctuary and adoption services$100
Texas Women's University
304 Administration DrDentonTX76204PCBereavement donation to support educational activities$100
George Washington University The
Office of Sponsored Projects 2121 IWashingtonDC20052PCTo support the Eleanor Roosevelt Papers Project Fund.$300Street NW 601
University of Notre Dame
Finance Office1100 Grace HallNotre DameIN46556PCTo provide general support.$300
Casa Chirilagua
4109 Mount Vernon AveAlexandriaVA22305PCTo support the greatest need.$300
Chinese Education Freedom Fund
332 West Wilshire DrPhoenixAZ85003PCTo provide general support.$300
Diabetes Youth Foundation
817 South Tibbs AvenueIndianapolisIN46241PCTo provide general support.$300
Gabriella Charter Schools
1435 Logan StreetLos AngelesCA90026PCTo provide general support.$300
Haiti Nursing Foundation
1100 North Main Street Suite 209Ann ArborMI48104PCTo provide general support.$300
Indianapolis Breast Recontruction Inc
545 Barnhilll Dr EH 235IndianapolisIN46202PCTo provide program support.$300
Lawrence Township Foundation
6501 Sunnyside RoadIndianapolisIN46236PCTo support LCPA Action 4Arts, specifically Lawrence Central High School.$300
Little Sisters of the Poor of Indianapolis Inc
2345 West 86th StreetIndianapolisIN46260PCTo provide general support.$300
March of Dimes FoundationGA
Data Processing Center PO Box 67366MariettaGA30006PCTo provide general support.$3007
Metropolitan Indianapolis Public Broadcasting
1630 North Meridian Street Suite 21IndianapolisIN46202PCTo provide general support.$30005
Park Tudor School
7200 N College AvenueIndianapolisIN46240PCTo provide general educational support.$300
Theta Chi Fraternity
PO Box 503CarmelIN46082PCTo provide general support.$300
Franklin and Eleanor Roosevelt Institute The
570 Lexington Avenue 5th FloorNYNY10022PCTo provide support to the Franklin D. Roosevelt Presidential Library and Museum.$313
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo support the Media School Enrichment Fund.$375
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo support the Indiana University Equity Fund.$375
Champaign-Urbana Folk and Roots Festival NFP
PO Box 331UrbanaIL61803PCTo provide general support.$375
Moving Traditions
8380 Old York Road Suite 4300Elkins ParkPA19027PCTo support the B'nai Mitzvah Training Institute.$375
Food for the Poor
6401 Lyons RdCoconut CreekFL33073PCTo provide for basic needs.$450
Indiana Canine Assistance Network Inc
5100 Charles Ct Suite 100ZionsvilleIN46077PCTo provide general education support for ICAN's mission.$450
Ivy Endowment Inc
PO Box 88474IndianapolisIN46208PCTo provide scholarship support.$500
Safe Sitter
8604 Allisonville RoadSuite 248IndianapolisIN46250PCTo provide operational support.$500
School on Wheels
2605 East 62nd Street Suite 2005IndianapolisIN46220PCTo support the general fund.$500
Wanda Alston Foundation
1701 Rhode Island Ave NW 2nd FlooWashingtonDC20036PCTo provide program support.$500
Saint Gregory the Great Catholic Church
333 Fording Island RoadBlufftonSC29909PCTo provide general support.$600
St Mary of the Immaculate Conception Catholic Church
311 North New Jersey StreetIndianapolisIN46204PCTo provide general support.$600
Gleaners Food Bank of Indiana Inc
3737 Waldemer AvenueIndianapolisIN46241PCTo support the food bank.$750
St Therese (Little Flower) Catholic Church
4720 East 13th StreetIndianapolisIN46201PCTo provide general support.$750
University of CA Berkeley Foundation
Donor and Gift Services 1995 UniverBerkeleyCA94704PCTo support the Magnes Collection.$750sity Avenue Suite 400
3 Mariposas Montessori Foundation Inc
133 North Villamere DriveDowagiacMI49047PCTo provide general support.$750
Berkeley Hillel
2736 Bancroft WayBerkeleyCA94704PCTo support student life programming.$750
Brebeuf Jesuit Preparatory School
2801 West 86th StreetIndianapolisIN46268PCTo support the Brebeuf Fund.$750
Cathedral High School
5225 E 56th StreetIndianapolisIN46226PCTo provide general support.$750
Catholic Relief Services
PO Box 17090BaltimoreMD21298PCTo provide general support.$750
Clark Atlanta University
223 James Pl Brawley Dr SWAtlantaGA30314PCTo support the university's NPR Radio Station.$750
Congregation of Holy Cross US Province
PO Box 765Norte DameIN46556PCTo provide general support.$750
Dominican Literacy Center Aurora
260 Vermont AvenueAuroraIL60505PCTo provide general support.$750
Guardians of the Ribbon Pink Heals
PO Box 933JolietIL60410PCTo provide program support in memory of Sherry Lewis Miller.$750
Hands on Tzekakah Inc
2901 Clint Moore Road 318Boca RatonFL34496PCTo support Camp Kavod-FL.$750
Hillel at Stanford
565 Mayfield AveStanfordCA94305PCTo support student life programming.$750
Holy Family Shelter Catholic Charities
1400 North MeridianIndianapolisIN46202PCTo provide general support.$750
Power Moves Only Inc
3017 N Priscilla AvenueIndianapolisIN46218PCTo support the Mover of the Year Banquet.$750
Rocky Mountain Conservancy
PO Box 3100Estes ParkCO80517PCTo provide support where most needed.$750
Salvation Army Indianapolis
6060 Castleway West DrIndianapolisIN46250PCTo provide general support.$750
Trinity United Methodist Church
PO Box 606LapelIN46051PCTo support other Trinity Preschool Program.$750
Unchained At Last
208 Lenox Avenue 189WestfieldNJ07090PCTo provide general support.$750
United Catholic Appeal
1400 North Meridian StreetIndianapolisIN46202PCTo support the Annual Appeal.$750
University of Minnesota Hillel
1521 University Ave SEMinneapolisMN55414PCTo support the student life programming.$750
Kiwanis Foundation of Indianapolis Inc
320 North Meridian Suite 115IndianapolisIN46204PCTo support college scholarships.$900
American Historical Association
400 A Street SEWashingtonDC20003PCTo support the American Historical Association as a "Supporting Sponsor" for the annual Minority Historians Reception.$1,000
American Red Cross of Greater Indianapolis
441 E 10th StreetIndianapolisIN46202PCTo provide general support.$1,000
Arts for Learning
546 East 17th Street Suite 200IndianapolisIN46202PCTo support the Run for the Sun Virtual 5K.$1,000
Lafayette Square Area Coalition Inc
4233 Lafayette RdIndianapolisIN46254PCTo support the 2021 Latino Heritage Festival.$1,000
National Civil Rights Museum at the Lorraine Motel
450 Mulberry StreetMemphisTN38103PCTo provide program support.$1,000
The Trevor Project
PO Box 69232West HollywoodCA90048PCTo support The Trevor Project through donation for Lumina Foundation staff's successful completion of wellness week activity.$1,000
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo support the Student Advocates Office.$1,200
Galilee Missionary Baptist Church
2624 East 25th StreetIndianapolisIN46218PCTo provide general support.$1,275
Holy Spirit Catholic Church and School
7243 E 10th StreetIndianapolisIN46219PCTo provide unrestricted support.$1,350
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo support the Varsity Club.$1,500
American Educational Research Association
1430 K Street Northwest Suite 1200WashingtonDC20005PCTo support the 18th Annual Brown Lecture in Education Research.$1,500
Arts for Learning
546 East 17th Street Suite 200IndianapolisIN46202PCTo provide support for school-based programs in memory of Anna White.$1,500
Catholic Diocese of Evansville
PO Box 4169EvansvilleIN47724PCTo support the Father Deydier House of Discernment.$1,500
Central VA Community College Educational Foundation Inc
3506 Wards RoadLynchburgVA24502PCTo support the scholarship fund.$1,500
Chatham Arch Neighborhood Foundation Inc
PO Box 441125IndianapolisIN46244PCTo provide program support.$1,500
Christ United Methodist ChurchWashington In
104 South Meridian StreetWashingtonIN47501PCTo support the general fund.$1,500
City of Bloomington Community and Family Resources
P O Box 100BloomingtonIN47404PCTo support the 2021 Annual Black History Month Celebration.$1,500
Coastal Enterprises Inc
30 Federal StreetBrunswickME04011PCTo provide general operating support.$1,500
Dominican Sisters of Springfield
1237 West Monroe StreetSpringfieldIL62704PCTo provide support to Sisters retirement and to support the greatest need.$1,500
Elizabeth City State University
1704 Weeksville RdElizabeth CityNC27909GOVHND sponsorship support for the grant recipients of Lumina's HBCU Adult Learning Initiative (ALI).$1,500
First United Methodist ChurchIL
118 Jackson StreetMorrisIL60450PCTo provide support in memory of Sherry Lewis Miller.$1,500
Galilee Missionary Baptist Church
2624 East 25th StreetIndianapolisIN46218PCTo provide general support.$1,500
Hope Academy Inc
3919 Madison Avenue Suite 100IndianapolisIN46256PCTo provide general support.$1,500
Humane Society of Hamilton County
10501 Hague RoadFishersIN46038PCTo support the development of the new Education Center.$1,500
Independent Colleges of Indiana Inc
30 South Meridian StreetSuite 800IndianapolisIN46204SO ITo support for the independent institutions of higher education.$1,500
Interlochen Center for the Arts
PO Box 199InterlochenMI49643PCTo support student scholarships for the Arts Boarding School.$1,500
Johnson C Smith University
100 Beatties Ford RoadCharlotteNC28216PCTo provide sponsorship support for the grant recipients of Lumina's HBCU Adult Learning Initiative (ALI).$1,500
Leukemia & Lymphoma-NY
3 International Drive Suite 200Rye BrookNY10573PCTo provide general support in honor of Teresa Altemeyer and Dan Motsinger.$1,500
Life Centers
3901 West 86th 111IndianapolisIN46268PCTo support the purchase, maintenance, and operation of Ultrasound equipment.$1,500
Lutheran Social Services of the National Capital Area Inc
8922 Little River TurnpikeFairfaxVA22031PCTo provide general support.$1,500
Mount Moriah Missionary Baptist Church
2349-51 North Keystone WayIndianapolisIN46218PCTo support the 12th Annual Jeremiah Williams Domestic Violence Awareness Walk.$1,500
No Kid Hungry
1030 15th Street NW Suite 1100WashingtonDC20005PCTo provide fundraising support.$1,500
Sacred Heart Church
219 W Emmett StreetKinsmanIL60437PCTo provide general support.$1,500
Sisters of the Blessed Sacrament
1663 Bristol PikeBensalemPA19020PCTo provide unrestricted support.$1,500
Winston-Salem State University
601 South Martin Luther King Jr DrWinstonSalemNC27107GOVTo provide sponsorship support for the grant recipients of Lumina's HBCU Adult Learning Initiative (ALI).$1,500
Action Council of Monterey County
295 Main Street Suite 500SalinasCA93901PCTo support the Watsonville Campesino Appreciation Caravan.$1,676
Christian Congregation of Jehovah's Witnesses
675 Red Mills RoadWallkilNY12589PCTo support free bible literature, translating, etc.$1,800
Children's Bureau Inc
1575 Dr Martin Luther King Jr StreeIndianapolisIN46204PCTo support the Young Professionals Advisory Board Cornhole Tournament.$2,000t
Council for the Study of Community Colleges (CSCC)
51 Gerty Drive Room 113ChampaignCA61820PCTo support the Council for the Study of Community Colleges' annual conference.$2,000
Common Good City Farm
PO Box 26030WashingtonDC20001PCTo support the LeDroit Park Summer Program Camp - Around the World (2021).$2,000
Hope Academy Inc
3919 Madison Avenue Suite 100IndianapolisIN46256PCTo support the Sounds of Hope virtual fundraiser.$2,000
Butler University
4600 Sunset AvenueIndianapolisIN46208PCTo support the Butler Future-Focused Leadership Academy.$2,500
Council for the Study of Community Colleges (CSCC)
51 Gerty Drive Room 113ChampaignCA61820PCTo support the 2022 conference focused on realizing equity in and through community colleges.$2,500
Indiana State Chamber of Commerce Foundation Inc
115 West Washington Street Suite 85IndianapolisIN46204SO ITo support Elevate Indiana: Diversity, Equity & Inclusion Best Practices for Business and Industry .$2,5000S
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208PCTo support the Over the Edge event.$2,500
About Special Kids Inc
8435 Keystone Crossing Suite 190IndianapolisIN46240PCTo support the Walking for Dreams Family and Pet Walk.$2,500
Cathedral High School
5225 E 56th StreetIndianapolisIN46226PCTo support the Cathedral High School Trivia Night.$2,500
Community Health Network Foundation
7240 Shadeland Station Suite 125IndianapolisIN46256PCTo provide refreshments to the front-line staff members working in the COVID-19 unit.$2,500
Dress for Success Indianapolis
820 North Meridian StreetIndianapolisIN46204PCTo support the Stepping Out In Style fundraising event.$2,500
Eskenazi Health Foundation
720 Eskenazi AvenueFifth Third BankIndianapolisIN46202PCTo support front-line staff members in COVID-19 Unit$2,500Building
Fractured Atlas
248 West 35th StreetNYNY10001PCTo support the development of the film "Building a Bridge."$2,500
Franciscan Health Foundation Inc
3510 Park Place West Suite 200MishawakaIN46545PCTo provide refreshments to the front-line staff members working in the COVID-19 unit.$2,500
Hope Academy Inc
3919 Madison Avenue Suite 100IndianapolisIN46256PCTo support the Rise & Shine for Hope breakfast.$2,500
Humane Society of Hamilton County
10501 Hague RoadFishersIN46038PCTo support the Survivor Program.$2,500
Immigrant Welcome Center
40 E St Clair StreetIndianapolisIN46204PCTo provide program support.$2,500
Indiana University Health Foundation Inc
1633 North Capitol AvenueIndianapolisIN46202PCTo provide refreshments to the front-line staff members working in the COVID-19 unit.$2,500
Make A Wish of OH Kentucky and Indiana
2545 Farmers Drive Suite 300ColumbusOH43235PCTo provide program support.$2,500
NAMI Indiana Inc
PO Box 22697IndianapolisIN46209PCTo support the 2021 NAMIWalks Your Way event.$2,500
New Hope of Indiana Inc
8450 N Payne Rd 300IndianapolisIN46226PCTo support the Fourth Annual Silver Cup Celebration.$2,500
St Richard's Episcopal School
33 East 33rd StreetIndianapolisIN46205PCTo support the 2021 Horizons Trivia Night, January 22, 2021$2,500
St Vincent Hospital Foundation Inc
8402 Harcourt Road Suite 210IndianapolisIN46260SO ITo provide refreshments to the front-line staff members working in the COVID-19 unit.$2,500
Wounded Warrior Project
4899 Belfort Road Suite 300JacksonvilleFL32256PCTo provide program support.$2,500
Center for Leadership Development
2425 Dr Martin Luther King Jr StreeIndianapolisIN46208PCTo support educational leadership programs.$3,000t
Children's Bureau Inc
1575 Dr Martin Luther King Jr StreeIndianapolisIN46204PCTo support the 11th Annual Trivia Night presented by the Young Professional Advisory Board.$3,000t
Goodwill Industries of Central Indiana
1635 West Michigan StreetIndianapolisIN46222PCTo support McClelland Scholars Program.$3,000
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo provide support for the IUPUI students.$3,000
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo support the Law School Fund for Excellence.$3,000
American Indian College Fund
8333 Greenwood BoulevardDenverCO80221PCTo provide general support.$3,000
Arc of Indiana The
143 W Market St 200IndianapolisIN46204PCTo support the purposes of ARC.$3,000
Big Brothers Big Sisters of Central Indiana
2960 North Meridian StreetSuite 150IndianapolisIN46208PCTo provide program support.$3,000
Child Crisis Arizona
817 North Country Club DriveMesaAZ85201PCTo support foster care and adoption services.$3,000
Columbus Learning Center Management Corporation
4555 Central Avenue Suite 2100ColumbusIN47203SO ITo support the Kelly Equity at Work Convening.$3,000
Conner Prairie Museum Inc
13400 Allisonville RoadFishersIN46038PCTo support Conner Prairie in the classroom.$3,000
Estes Park Non Profit Resource Center Inc
PO Box 4221Estes ParkCO80517PCTo provide unrestricted support.$3,000
Indiana University Foundation
799 W Michigan StreetIndianapolisIN46202PCTo support the Medical School Fellowship Program.$3,000
Indianapolis Parks Foundation
615 N Alabama 119IndianapolisIN46204SO ITo support Indianapolis Parks.$3,000
LifeSmart Youth
615 North Alabama Street 228IndianapolisIN46204PCTo provide program support.$3,000
Midwest Food Bank
6450 South Belmont AvenueIndianapolisIN46217PCTo provide general support.$3,000
Noble of Indiana
7701 East 21st StreetIndianapolisIN46219PCTo provide program support.$3,000
Norfolk State University
Office of the President 700 Park AvNorfolkVA23504PCTo support the Marie V. McDemmond Endowed Scholarship.$3,000enue Suite 520
Rose-Hulman Institute of Technology
5500 Wabash AvenueTerre HauteIN47803PCTo support annual giving.$3,000
Salvation Army Indianapolis
6060 Castleway West DrIndianapolisIN46250PCTo provide food and shelter.$3,000
St Alphonsus Liguori Catholic Church
1870 West Oak StreetZionsvilleIN46077PCTo provide general support.$3,000
Junior Achievement of Central Indiana Inc (JA)
8395 Keystone Crossing Avenue Ste 1IndianapolisIN46240PCTo support the 4.01K Race for Financial Fitness.$3,50002
Scholarship Fund of Alexandria The
3330 King StreetAlexandriaVA22302PCTo support the Scholarship Fund of Alexandria spring fundraising event.$3,500
George Washington University The
Office of Sponsored Projects 2121 IWashingtonDC20052PCTo support the new Program on Skills, Credentials and Workforce Poling in the George Washington Institute on Public Policy.$3,750Street NW 601
Howard University
Research Administrative Services525WashingtonDC20059PCTo support student scholarships.$3,750Bryant Street NW
University of Notre Dame
Finance Office1100 Grace HallNotre DameIN46556PCTo support annual giving.$4,500
Brebeuf Jesuit Preparatory School
2801 West 86th StreetIndianapolisIN46268PCTo support the Brebeuf Fund.$4,500
Immaculate Heart of Mary
5692 Central AveIndianapolisIN46220PCTo provide annual support for educational purposes.$4,500
Indiana Natural Resources Foundation
402 West Washington W256IndianapolisIN46204PCTo provide program support.$4,500
St Ignatious College Prep
1076 West Roosevelt RoadChicagoIL60608PCTo support the Tuition Assistance Program.$4,500
Women4Change Indiana
1100 W 42nd Street Suite 212IndianapolisIN46208PCTo support issues with education that disportionately affect women.$4,500
Indiana University Health Foundation Inc
1633 North Capitol AvenueIndianapolisIN46202PCTo support 2021 Rev Indy.$4,800
Mount Moriah Missionary Baptist Church
2349-51 North Keystone WayIndianapolisIN46218PCTo provide operational support for community ministry work.$4,950
Mount Moriah Missionary Baptist Church
2349-51 North Keystone WayIndianapolisIN46218PCTo provide operational support for community ministry work.$4,950
United Negro College Fund
3737 North Meridian Street Suite 50IndianapolisIN46208PCTo support the UNCF An Evening of Indiana Stars Throwback Telethon$5,0007
Association of Black Foundation Executives Inc
55 Exchange Place Suite 401NYNY10004PCTo support the 2021 ABFE Annual Conference.$5,000
Association of Black Foundation Executives Inc
55 Exchange Place Suite 401NYNY10004PCTo support the 30th annual James A. Joseph Awards Ceremony.$5,000
Boys and Girls Clubs of Indianapolis
3909 N Meridian Street Suite 100IndianapolisIN46218PCTo support the Boys & Girls Clubs of Indianapolis Graduation and College & Career Readiness Events.$5,000
Central Indiana Community Foundation
615 N Alabama St 119IndianapolisIN46204PCTo raise awareness of the postsecondary credential disparities in Indiana-Latinx Hoosier postsecondary education attainment.$5,000
Children's Museum of Indianapolis Inc
3000 North Meridian StreetIndianapolisIN46208PCTo support the Power of Children Awards event.$5,000
Hoosier Salon Patrons Association
1060 North Capitol Avenue C-365IndianapolisIN46202PCTo support the 97th Annual Exhibition of Hoosier Art Salon.$5,000
Indiana Conference for Women LTD
9245 North Meridian Street Suite 30IndianapolisIN46260PCTo support the 2021 Indiana Conference for Women.$5,0005
Indianapolis Zoological Society
1200 West Washington StreetPO Box 2IndianapolisIN46222PCEvent in support of the growth and development of the Indianapolis Zoo and its conservation efforts.$5,0002309
La Plaza Inc
8902 East 38th StreetIndianapolisIN46226PCTo support the Night of the Americas and 50th Year Celebration.$5,000
American Heart Association of Indianapolis
6500 Technology Center Dr Bldg F SuIndianapolisIN46077PCTo support the 2021 AHA Go Red for Women Luncheon, February 26, 2021$5,000ite 100
Arts Council of Indianapolis
924 North PA StreetIndianapolisIN46204PCTo support Start with Art 2021.$5,000
Asian & Pacific Islander American Scholarship Fund
1850 M Street NW 245WashingtonDC20036PCTo support the Elevating Leaders Summit.$5,000
Casa Chirilagua
4109 Mount Vernon AveAlexandriaVA22305PCTo support the Local Leaders Program$5,000
Community Assets Inc
1708 River Shore ParkwayIndianapolisIN46208PCTo support the STEM/Robotics/Coding Programs.$5,000
CrimeStoppers of Sangamon & Menard Counties Inc
PO Box 1059SpringfieldIL62705PCTo provide program support.$5,000
Herron High School
110 East 16th StreetIndianapolisIN46202PCTo support the Indianapolis Classical Schools (ICS) Inaugural Drive-In Movie Night.$5,000
Horton's Kids Inc
400 VA Avenue Southwest Suite C-130WashingtonDC20024PCTo support the 13th Annual Home Runs for Horton's Kids.$5,000
Indiana Town Halls Inc
207 Buckingham DriveIndianapolisIN46208PCTo support informed civil dialogue between elected officials and the public through Indiana Town Hall meetings.$5,000
Indiana University Lilly Family School of Philanthropy
301 University BoulevardUniversityIndianapolisIN46202PCTo support the Virtual Conversations on Equity, Education, and Philanthropy.$5,000Hall Site 300
Indy Black Chamber of Commerce
1449 North PA StreetSuite 202IndianapolisIN46202PCTo support the S.H.E. Experience.$5,000
Indy Eleven Foundation
47 South PA Street Suite 611IndianapolisIN46204PCTo support underprivileged and under served members of the Community. Recognizing Groups and Organizations in the Community with the program.$5,000
Leadership Conference Education Fund The
1620 L Street NW 1100WashingtonDC20036PCTo support The Leadership Conference's 2021 Winter Reception$5,000
LifeSmart Youth
615 North Alabama Street 228IndianapolisIN46204PCTo support the Tween Education & Access to Community Health (TEACH) Alliance.$5,000
Media Impact Funders Inc
200 W Washington SquarePhiladelphiaPA19106PCTo support the 2021 Journalism Funders Gathering of the Media Impact Forum.$5,000
Orchard School Foundation
615 West 64th StreetIndianapolisIN46260PCTo support the Lights, Camera, The Orchard School AUCTION!$5,000
Players Philanthropy Fund
1122 Kenilworth Drive 201TowsonMD21204PCTo support the Spring 2022 Social Justice HBCU Tour.$5,000
St David's Child & Family Development Center
3395 Plymouth RoadMinnetonkaMN55305PCTo support of school during COVID.$5,000
St Vincent Hospital Foundation Inc
8402 Harcourt Road Suite 210IndianapolisIN46260SO ITo support the 2021 Celebration of Caring Gala.$5,000
Teach for America-Indianapolis
1314 North Meridian StreetIndianapolisIN46202PCTo support the TFA Indianapolis Diversity, Equity, and Inclusion Practitioner Pilot.$5,000
Teachers Treasures Inc
1800 East 10th StreetIndianapolisIN46201PCTo support the 2021 Teachers' Treasures Circle City Donut Dash.$5,000
TechPoint Foundation for Youth
5255 Winthrop Avenue 150IndianapolisIN46220PCTo support the Indiana VEX Robotics State Championship.$5,000
TeenWorks Inc
2820 North Meridian St Suite 1250IndianapolisIN46208SO ITo support the TeenWorks College Boot Camp.$5,000
Youth Development Project Corp
6201 La Pas Trail Suite 285IndianapolisIN46268PCTo provide resources for youth programming focusing on education, jobs and mentorship.$5,000
Ben's Ranch Foundation Inc
PO Box 3952CarmelIN46082PCTo support the development and launch of the BRF Small Groups Program.$5,400
West Bridge Church of Danville
1521 South County Road 75 WestDanvilleIN46122PCTo provide support where needed including $2000 towards the Compassion Team.$5,400
Cancer Support Community of Central Indiana
5150 West 71st StreetIndianapolisIN46268PCTo support the 2021 Laughing Matters fundraising event.$5,500
The Literacy Lab
1400 16th Street NWWashingtonDC20036PCTo support The Literacy Lab's strategic planning through the Bridgespan Leadership Accelerator program.$5,500
American Association of Community Colleges
One Dupont Circle NW Suite 700WashingtonDC20036PCTo support the 2022 Workforce Development Institute hosted by AACC$6,000
Christian Theological Seminary
1000 West 42nd StreetIndianapolisIN46208PCTo provide annual support.$6,000
Indianapolis Professional Association
PO Box 20712IndianapolisIN46220PCTo support the IPA's 2021 Fall and 2022 Spring Networking Events.$6,000
PrimeLife Enrichment Inc
1078 Third Avenue SouthwestCarmelIN46032PCTo provide general support.$6,000
Regents of the University of CA - Irvine
Office of ResearchIrvineCA92697NCTo support the Perceptions of Open Access among Black, Indigenous and People of Color Faculty.$6,850
Association for the Study of Higher Education
4505 S Maryland Parkway Box 453068Las VegasNV89154PCTo support a one-day event with invited college and university leaders across the Puerto Rican higher education landscape$7,000
Indianapolis Press Club Foundation Inc
PO Box 40923IndianapolisIN46240PCTo support the Thomas R. Keating Competition.$7,000
United Negro College Fund
3737 North Meridian Street Suite 50IndianapolisIN46208PCTo support the UNCF 2021 Indianapolis Masked Ball.$7,5007
Council on Foundations
1255 23rd Street NW Suite 200WashingtonDC20037PCTo support the 2021 COF Leading Together Conference.$7,500
University of Chicago The
5801 South Ellis AvenueChicagoIL60637PCTo support the Comer Children's Hospital.$7,500
100 Black Men of Indianapolis
1500 East MichiganIndianapolisIN46201PCTo support fundraising efforts for the Beautillion Scholarship.$7,500
Contra Costa Jewish Day School
955 Risa RoadLafayetteCA94549PCTo help offset Covid-19 unbudgeted expenses.$7,500
Midwest Food Bank
6450 South Belmont AvenueIndianapolisIN46217PCTo provide program support.$7,500
Oxfam America
226 Causeway Street 5th FloorBostonMA02114PCTo provide program support.$7,500
Steward Speakers Inc
PO Box 88104IndianapolisIN46208PCTo support the Steward Speakers Education Initiative.$7,500
Tabernacle Presbyterian Church
418 East 34th StreetIndianapolisIN46205PCTo support Tab Tutoring.$7,500
Tabernacle Presbyterian Church
418 East 34th StreetIndianapolisIN46205PCTo provide general support.$7,500
Veteran Resource List Inc
11715 Fox Road 400-206IndianapolisIN46236PCTo support Afghan refugees housed at Camp Atterbury, Indiana.$7,500
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo provide general support for the IU Robert H. McKinney School of Law.$9,000
Knox College
2 East South Street K-230GalesburgIL61401PCTo support the Annual Fund.$9,000
Asian AmericansPacific Islanders in Philanthropy
2201 Broadway 720OaklandCA94612PCTo support the 2021 CHANGE Philanthropy Unity Summit.$10,000
Coburn Place Safe Haven
604 East 38th StreetIndianapolisIN46205PCTo support Coburn Place's 25th Anniversary Event - Unlocking Empowerment.$10,000
Gleaners Food Bank of Indiana Inc
3737 Waldemer AvenueIndianapolisIN46241PCTo support Gleaners Food Bank.$10,000
Scholarship America
1550 American Boulevard EastSuite 1MinneapolisMN55425PCTo support the Dreams to Success gala.$10,00055
Alamo Community College District Foundation
201 West SheridanSan AntonioTX78204PCTo support the inaugural Bellwether College Consortium Outstanding Dissertation Award program$10,000
Capital Area Food Bank Inc
4900 Puerto Rico Ave NEWashingtonDC20017PCTo support the Capital Area Food Bank.$10,000
Child Advocates
8200 Haverstick RoadSuite 240IndianapolisIN46240PCTo support the Interrupting Racism for Children workshop series.$10,000
Dayspring Center Inc
PO Box 44105IndianapolisIN46244PCTo support the Camp Discovery Summer Program.$10,000
Economic Club of Indiana The
1630 North Meridian StreetIndianapolisIN46202PCTo support the Economic Club speaker series for 2021-2022$10,000
Funders Together to End Homelessness Inc
89 South Street Suite 603BostonMA02111PCTo support the Workforce Matters Funders Network.$10,000
Generation Hope
415 Michigan Avenue NE Suite 430WashingtonDC20017PCTo support Generation Hope spring events.$10,000
Greater DC Diaper Bank
1532 A Street NEWashingtonDC20002PCTo support the Greater DC Diaper Bank Diaper Distribution.$10,000
Indiana Bar Foundation
615 North Alabama Suite 426IndianapolisIN46204PCTo support the Indiana High School Mock Trial Diversity Initiative.$10,000
Indiana Diaper Bank
9511 Angola CtIndianapolisIN46268PCTo support the Diaper Distribution Network.$10,000
International Center The
One Indiana Square Suite 200IndianapolisIN46204SO ITo support the International Citizen of the Year event.$10,000
One World Education
1800 KENYON ST NWWashingtonDC20010PCTo support the Pandemic Rebuilding Project - 100K in 100 Days.$10,000
School on Wheels (SOW)
2605 East 62nd StreetSuite 2005IndianapolisIN46220PCTo support the School on Wheels DEI Program.$10,000
Purposeful Design
1710 Jenkins StreetIndianapolisIN46218NCTo support Purposeful Design's annual Partner & Donor event.$11,350
Indiana Black Expo
601 N Shortridge RdIndianapolisIN46219PCTo support the 14th Annual IBE Education Conference.$12,500
Center for Leadership Development (CLD)
2425 Dr Martin Luther King Jr StreeIndianapolisIN46208PCTo support the 41st Annual Minority Achievers Awards & Scholarship Gala.$12,500t
University of Chicago The
5801 South Ellis AvenueChicagoIL60637PCTo provide scholarship support.$12,750
Indiana Latino Institute Inc
401 West Michigan Street Suite 100IndianapolisIN46202PCTo support the Indiana Latino Expo Show.$13,000
Our Lady of Mount Carmel Church
14598 Oakridge RoadCarmelIN46032PCTo prove general support of Parish and school programs.$14,400
YMCA of Greater Indianapolis
615 North Alabama StreetSuite 200IndianapolisIN46204PCTo support The Monster Meeting Series.$15,000
Appalachian State University Foundation Inc
ASU Box 32064 McKinneyBooneNC28608PCTo support the launch of ARRC PD through a series of six equity-focused webinars$15,000
Arizona Humane Society
1521 West Dobbins RoadPhoenixAZ85041PCTo provide program support for animals in need.$15,000
Be Nimble Foundation Inc
520 East Washington StreetIndianapolisIN46204PCTo support Black Innovation Week and Garden Pardi events.$15,000
Child Crisis Arizona
817 North Country Club DriveMesaAZ85201PCTo support foster care and adoption services.$15,000
Foundation for Louisiana
4354 S Sherwood Forest Blvd Suite 1Baton RougeLA70816PCTo support the 2022 Voice. Vision. Value. restorative retreats.$15,00000
Metropolitan Indianapolis Public Broadcasting
1630 North Meridian Street Suite 21IndianapolisIN46202PCTo support the WFYI Listen Up Series.$15,00005
Milwaukee Public School Foundation
234 W Galena StreetMilwaukeeWI53212PCTo support North Division High School students college scholarships programs.$15,000
Susquehanna University
514 University AvenueSelinsgrovePA17870PCTo provide educational support.$15,000
University of Dubuque
2000 University AvenueDubuqueIA52001PCTo support college scholarship.$15,000
University of Chicago The
5801 South Ellis AvenueChicagoIL60637PCTo support the Cultivating Black and Native Futures in Education conference.$17,300
One Million Degrees
180 N Wabash Ave Suite 310ChicagoIL60601PCTo promote community college graduation through wraparound services.$18,750
Communications Network The
777 6th Street NW 11th FloorWashingtonDC20001PCTo support the annual Communications Network convening.$20,000
Breck School
123 Ottawa Avenue NorthMinneapolisMN55422PCTo provide support to the school during COVID.$20,000
Community Partners
1000 Alameda StreetSuite 240Los AngelesCA90012PCTo support CA Competes participation in ad hoc planning and implementation committee relating to CA's new Golden State Education and Training Grant.$20,000
Rockefeller Philanthropy Advisors Inc
6 West 48th Street 10th FloorNYNY10036PCTo support the College Promise Careers Institute, a two-day virtual convening that supports stronger alignment between postsecondary education and workforce development.$20,000
United States Department of Education
400 Maryland Avenue SouthwestRoom 7WashingtonDC20202PCTo support the 2021 National HBCU Week Conference$20,000W207
Gleaners Food Bank of Indiana Inc
3737 Waldemer AvenueIndianapolisIN46241PCTo support the Gleaner's School-Based Pantry Program.$20,633
Children's Museum of Indianapolis Inc
3000 North Meridian StreetIndianapolisIN46208PCTo support the annual fund.$22,500
Butler University
4600 Sunset AvenueIndianapolisIN46208PCTo support the Butler University ONB Center's DEI Initiative.$25,000
Central Indiana Community Foundation
615 N Alabama St 119IndianapolisIN46204PCTo support the Women's Fund Women of Color Executive Leadership Program.$25,000
Excelencia in Education Inc
1156 15th Street NW Suite 1001WashingtonDC20005PCTo provide support for 2021 Examples of Excelencia programming.$25,000
Grantmakers for Education
851 Southwest 6th Avenue Suite 350PortlandOR97204PCTo support the 2021 GFE Annual Conference.$25,000
Cornell University School of Industrial and Labor Relations
ILR Deans Office 309 Ives HallIthacaNY14853PCTo provide program support.$25,000
Morgan State University Foundation
1700 East Cold Spring LaneBaltimoreMD21251PCTo enhance student success.$25,000
Morgan State University Foundation
1700 East Cold Spring LaneBaltimoreMD21251PCTo provide general support.$25,000
The Startup Accelerator Inc dba The Speak Easy
5255 North Winthrop AvenueIndianapolisIN46220PCTo support The Speak Easy Founders-in-Residence program.$25,000
Arizona State University Phoenix
Mary Lou Fulton Teachers College ATPhoenixAZ85281GOVTo support the Cultivating Black and Native Futures in Education conference$26,040TN Business Office
Morgan State University Foundation
1700 East Cold Spring LaneBaltimoreMD21251PCTo support student success and retention, scholarships, etc.$27,450
Northview Christian Life Church
12900 Hazel Dell ParkwayCarmelIN46033PCTo support the dollar club.$28,200
St Luke's United Methodist Church
100 West 86th StreetIndianapolisIN46260PCTo support community outreach.$28,305
American Historical Association
400 A Street SEWashingtonDC20003PCTo support various events related to recent 'divisive concepts' state laws$30,000
PEN America
588 Broadway Suite 303NYNY10012PCTo support educational events related to recent 'divisive concepts' state laws for higher education leaders$30,000
UNITE-LA
350 South Bixel Street Suite 160Los AngelesCA90017PCTo support UNITE-LA participation in ad hoc planning and implementation committee relating to CA's new Golden State Education and Training Grant.$35,000
Yale University
Assoc Supervisor Contribution ProceNew HavenCT06520PCTo support strengthening Yale College.$36,000ssingPOBox 2038
Indiana University Foundation
PO Box 500BloomingtonIN47408PCTo provide support per Mr. Bepko's instructions.$46,214
Achieving the Dream Inc
8403 Colesville Road Suite 450Silver SpringMD20910PCTo support planning for Achieving the Dream RFP.$50,000
Central Indiana Community Foundation
615 N Alabama St 119IndianapolisIN46204PCTo support the Equity Partners - MVMT10K initiative.$50,000
George Floyd Memorial Foundation Inc
122 South CalhounTallahasseeFL32301PCTo support the George Floyd Week of Service.$50,000
ISDH Healthy Hoosiers Foundation
2 N Meridian StreetIndianapolis ININ46204PCTo support the Healthy Hoosier Foundation, Indiana Vaccine Grassroots Action Plan.$50,000
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208PCTo support the 2020 United Way Campaign.$59,032
DePauw University
313 Locust StreetPO Box 37GreencastleIN46135PCTo support the Justin and Darrianne Christian Center for Diversity and Inclusion (Academic Programming).$60,000
Congregation of Holy Cross US Province
PO Box 765Norte DameIN46556PCTo provide for the care of elderly priests and religious.$60,000
Saint Joseph's College
278 Whites Bridge RoadStandishME04084PCTo support the St. Joseph's College Center for Nursing Innovation.$60,000
JSI Research and Training Institute Inc
44 Farnsworth StreetBostonMA02210PCTo support a follow-up survey of adults measuring the impact of COVID-19 on employment, employer-provided training, and skills training.$77,000
American Association of State Colleges and Universities
1717 Rhode Island Ave NW Suite 700WashingtonDC20036PCTo support a convening series for provosts of color on democracy$100,000
Association of Public and Land-grant Universities
1307 NY Avenue Northwest Suite 400WashingtonDC20005PCTo engage institutions in transformation clusters to drive progress toward equity and completion$100,000
More In Common Inc
115 Broadway St Floor 5NYNY10006PCTo support a convening of international network of democracy and community-building experts and practitioners.$100,000
National Association of System Heads
3300 Metzerott RoadAdelphiMD20783PCTo support the Launch of The BigReThink: Public University Systems in a Post-Pandemic World$100,000
Blackbaud Giving Fund
2000 Daniel Island Dr Suite 100CharlestonSC29492PCPublic charity conduit for Lumina staff, board and retiree gifts to public charities.$1,192,262
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,692,958TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Office of Comm College Research and Leadership - UI
51 Gerty DriveChampaignIL61820PCTo support a network of states implementing credential as you go models with equity conscious practices for adults of color.$500,000
Education Strategy Group
4716 Drummond AvenueChevy ChaseMD20815NCTo lead the coordination and technical advisory capacity of the state Credential As You Go network$401,500
George Washington Institute of Public Policy
805 21st Street NorthwestSuite 625WashingtonDC20052PCTo expand, improve and manage the Non-degree Credentials Research Network(NCRN).$257,000
National Student Clearinghouse Research Center
2300 Dulles Station Boulevard SuiteHerndonVA20171PCTo better understand the re-enrollment, perseverance and credentials earned by students with some college, but no credential.$254,700220
State Higher Education Executive Officers
3035 Center Green Drive Suite 100BoulderCO80301PCTo 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 ResearchIrvineCA92697PCTo explore noncredit course and program taking, completion and labor market outcomes in the Virginia Community College System.$230,000
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007PCTo research adult-friendly educational and training models that support participation among adults of color$222,800
Research Foundation of State University of New York
PO Box 9AlbanyNY12246PCTo 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
Community College Research Center
Box 174 525 W 120th StreetNew YorkNY10027PCIdentify state funding strategies that support student success for working adult learners of color.$200,000
Colorado Community College System Foundation The
9101 E Lowry BoulevardDenverCO80230PCTo support Colorado community colleges participation in Innovative Credentials to Associates Network to increase adult learner of color completion.$175,000
University of Texas System The
210 W 7th StreetAustinTX78701PCTo redesign student pathways to ensure equity.$150,000
Aspen Institute The
2300 N Street NW Suite 700WashingtonDC20037PCTo 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
1220 L Street NW Suite 1000WashingtonDC20005PCTo support development of navigation/recruitment strategies and comprehensive student success pathways for adults of color pursuing BA degrees.$150,000
UnidosUS
1126 16th St NWWashingtonDC20036PCTo develop and launch a communications campaign centered on today's Latino/Hispanic students$150,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811PCTo 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 CircleSalt Lake CityUT84112PCTo build a database of postsecondary education in prison programs and to evaluate Second Chance Pell sites.$135,000
Virginia Community College System
300 Arboretum Place Suite 200RichmondVA23236PCTo support Virginia Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion.$100,000
Trustees of Indiana University The
PO Box 1847BloomingtonIN47402PCTo 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
Elizabeth City State University
1704 Weeksville RdElizabeth CityNC27909NCTo build HBCU institutional capacity to serve Black adult learners.$75,000
Fayetteville State University
1200 Murchison RoadFayettevilleNC28301PCTo build HBCU institutional capacity to serve Black adult learners.$75,000
Winston-Salem State University
601 South Martin Luther King Jr DrWinstonSalemNC27110PCTo build HBCU institutional capacity to serve Black adult learners.$75,000
Johnson C Smith University
100 Beatties Ford RoadCharlotteNC28216PCTo build HBCU institutional capacity to serve Black adult learners.$75,000
Shaw University
118 East South StreetRaleighNC27601PCTo build HBCU institutional capacity to serve Black adult learners.$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,104,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,534,380ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$166,346,314ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

ExclusionExclusionCdExclusionExclusionAmtDescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
15$60,877
Passthrough Income523900$9,739,472

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$9,739,472UnrelatedBusinessTaxblIncmAmt
Exclusion$177,941,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$187,681,043TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (true)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (14 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
American Bar Association
1a(1)$555organizational membership dues
AICPA
1a(1)$873organizational membership dues
American Payroll Institute Inc
1a(1)$524organizational membership dues
Association for the Study of Higher Education (ASHE)
1a(1)$185organizational membership dues
Chartered Alt Investment Analyst Association
1a(1)$350organizational membership dues
Greater Indianapolis Chamber of Commerce
1a(1)$25,600organizational membership dues
Indiana Chamber Services Inc
1a(1)$661organizational membership dues
Indiana CPA Society (INCPAS)
1a(1)$1,280organizational membership dues
Indy Chamber
1a(1)$2,000organizational membership dues
Meeting Professionals International (MPI)
1a(1)$375organizational membership dues
National Notary Association
1a(1)$99organizational membership dues
New York State Bar Association
1a(1)$661organizational membership dues
Public Relations Society of America (PRSA)
1a(1)$200organizational membership dues
SHRM-Society for Human Resource Mgmt
1a(1)$219organizational membership dues
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$171,419Amt
Net Investment Income$9,501NetInvestmentIncomeAmt
Disbursements Charitable Prps$119,993DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
DEPRECIATION EXPENSE- COMPUTER EQUIPMENT$365,743$32,807
DEPLETION$102,270

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
HCM Strategists LLC
1156 15th Street NW Suite 850WashingtonDC200052016-09-13$498,700To provide technical assistance and intermediary support to enhance the charitable activities of four Historically Black Colleges and Universities (HBCUs) as they adopt a set of evidence-based practices to increase attainment and close achievement gaps.$003/10/2021 00:00:002021-07-20reports reviewed and approved, closed grant
ECONorthwest
222 Southwest Columbia Suite 16000PortlandOR972012017-11-16$346,000To develop a new 50-state predictive postsecondary attainment model and annually update/refine Lumina's national predictive model.$003/01/2021 00:00:002021-09-07reports reviewed and approved, closed grant
The American Legion
700 N Pennsylvania StIndianapolisIN462042019-08-29$325,000To generate advice and guidance to Department of Defense, industry, and academia on lowering credentialing barriers for veterans and servicemembers through continued American Legion programs and initiatives align military and civilian credentials.$005/21/2021 00:00:002021-09-24reports reviewed and approved, closed grant
Civic LLC
1110 Vermont Ave NW Suite 900WashingtonDC200052019-11-19$100,000To support research on the educational experiences and attainment of Immigrants and Native American students.$006/02/2021 00:00:002021-07-16reports reviewed and approved, closed grant
National Association of State Approving Agencies (NASAA)
676 Wescott Road SEBoliviaNC284222019-12-19$204,000To support the development of a risk-based survey, ensuring only high-quality credentials are eligible for GI Bill funding.$002/01/2021 00:00:002021-09-24reports reviewed and approved, closed grant
Edquity
125 Court St Apt 3NHBrooklynNY112012020-05-01$100,000To support access to Edquity's emergency aid platform for budget-constrained institutions.$010/27/2021 00:00:002021-11-17reports reviewed and approved, closed grant
College Consortium Inc (Acadeum)
210 Barton Springs Rd Suite 100AustinTX787042019-12-19$1,000,000On-line course sharing among college networks.$0Throughout 2021Interim reports received and/or attended board of directors meetings
College Consortium Inc (Acadeum)
210 Barton Springs Rd Suite 100AustinTX787042021-02-12$0On-line course sharing among college networks.$300,000Throughout 2021Interim reports received and/or attended board of directors meetings
Bitwise
700 Van Ness AveFresnoCA937212018-12-21$1,500,000Support growth and expansion of technology training focused on women and minorities.$0Interim reports received and/or attended meetings: 4/1/2021No required meetings investment completed at year end
Brighthive
20 West KinzieChicagoIL606542019-12-23$500,000Software product that enables multi-party data networks between education providers, employers, government agencies and learners.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Brighthive
20 West KinzieChicagoIL606542018-11-19$999,995Software product that enables multi-party data networks between education providers, employers, government agencies and learners.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Care Academy
281 Summer StreetBostonMA022102017-08-09$500,000High quality training for in-home caregivers$0Throughout 2021Interim reports received and/or attended board of directors meetings
Care Academy
281 Summer StreetBostonMA022102018-10-25$250,000High quality training for in-home caregivers.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Cell-Ed
855 El Camino Real Suite 13A-212Palo AltoCA943012018-06-01$1,000,000Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Cell-ed
855 El Camino Real Suite 13A-212Palo AltoCA943012019-12-20$375,000Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Credly Inc
404 5th Ave 3rd FloorNew YorkNY100182018-10-31$500,000To support digital badge solution for managing credentials.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Credly Inc
404 5th Ave 3rd FloorNew YorkNY100182017-03-17$500,000To support digital badge solution for managing credentials.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Edovo
215 W Superior Street Suite 600ChicagoIL606542019-04-12$349,997Online education and self-improvement tools for prison inmates.$0Interim reports received 2/1/2021; 2/2/2021; 3/30/2021; 5/3/2021; 9/24/2021; 11/23/2021; 12/1/2021Interim reports received and/or attended board of directors meetings. Effective June 2020 no longer attending board meetings.
Edovo
215 W Superior Street Suite 600ChicagoIL606542017-07-18$750,000Meaningful access to education, communication, and self-improvement tools for those affected by incarceration$0Interim reports received 2/1/2021; 2/2/2021; 3/30/2021; 5/3/2021; 9/24/2021; 11/23/2021; 12/1/2021Interim reports received and/or attended board of directors meetings. Effective June 2020 no longer attending board meetings.
Edquity
125 Court St Apt 3NHBrooklynNY112012019-04-25$200,000Platform providing financial tools and resources to support post-secondary completion rates.$0Interim reports received and/or attended meetings: 3/30/2021; 6/17/2021; 6/23/2021; 11/15/2021Interim reports received and/or attended board of directors meetings
Edquity
125 Court St Apt 3NHBrooklynNY112012020-11-03$300,000Platform providing financial tools and resources to support post-secondary completion rates.$0Interim reports received and/or attended meetings: 3/30/2021; 6/17/2021; 6/23/2021; 11/15/2021Interim reports received and/or attended board of directors meetings
Edquity
125 Court St Apt 3NHBrooklynNY112012021-10-30$500,000Platform providing financial tools and resources to support postsecondary completion rates.$0Interim reports received and/or attended meetings: 3/30/2021; 6/17/2021; 6/23/2021; 11/15/2021Interim reports received and/or attended board of directors meetings
EduNav
11215 Mount Crest PlaceCupertinoCA950142019-09-01$1,500,000Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates.$0Throughout 2021Interim reports received and/or attended board of directors meetings
EduNav
11215 Mount Crest PlaceCupertinoCA950142020-12-22$100,000Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Mentor Collective
294 Washington St Suite 607BostonMA021082019-08-28$999,999Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Mentor Collective
294 Washington St Suite 607BostonMA021082020-11-24$250,000Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics.$0Throughout 2021Interim reports received and/or attended board of directors meetings
Upswing
44 East Avenue Suite 200AustinTX787012017-07-06$750,000Technology focused on improving student success through mentoring, advising and tutoring$0Interim reports received and/or attended meetings: 2/2/2021; 5/4/2021; 7/27/2021; 11/2/2021Interim reports received and/or attended board of directors meetings
Upswing
44 East Avenue Suite 200AustinTX787012018-11-19$500,000Technology focused on improving student success through mentoring, advising and tutoring$0Interim reports received and/or attended meetings: 2/2/2021; 5/4/2021; 7/27/2021; 11/2/2021Interim reports received and/or attended board of directors meetings
Upswing
44 East Avenue Suite 200AustinTX787012020-12-29$340,000Technology focused on improving student success through mentoring, advising and tutoring$0Interim reports received and/or attended meetings: 2/2/2021; 5/4/2021; 7/27/2021; 11/2/2021Interim reports received and/or attended board of directors meetings
Viridis
3505 El Camino RealPalo AltoCA943062017-07-18$500,000Technology platform providing students with guided career pathways and employer job matching$0NAno reports required, Gifted to another organization January 2021
Viridis
3505 El Camino RealPalo AltoCA943062016-08-08$750,000Technology platform providing students with guided career pathways and employer job matching$0NAno reports required, Gifted to another organization January 2021

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Gross Sales Price$166,346,314GrossSalesPriceAmt
Total Net$166,346,314TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate bondsBondNm
EOY Book Value$43,730,143EOYBookValueAmt
EOYFMV$43,730,143EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stockStockNm
EOY Book Value$582,616,280EOYBookValueAmt
EOYFMV$582,616,280EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$28,479,859USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$28,479,859USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOtherCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$892,484,158BookValueAmt
EOYFMV$892,484,158EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$4,396,938$4,345,581$51,357$51,357
FURNITURE AND EQUIPMENT$1,235,782$1,175,120$60,662$60,662
Tech license fees$301,617$301,617$0
Tech related$1,596,225$1,411,843$184,382$184,382

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$535,540LegalFeesAmt
Net Investment Income$234,228NetInvestmentIncomeAmt
Disbursements Charitable Prps$268,545DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$12,564,994$24,116,611$24,116,611
Charitable Remainder Trust$671,987$728,073$728,073
Investment Proceeds Receivable$54,059,709$3,735,506$3,735,506

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized lossesDesc
Amt$339,336,291Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Grant Evaluations$863,756$3,476,249
Grant Program Development$7,605,066$4,464,258
Insurance Expense$142,622$133,725
Employee Recruiting$58,003$54,385
Equipment Maintenance$723,938$638,776$35,880
Seminars and Training$84,509$79,237
Dues$379,368$355,352$314
Sponsorships$33,959$31,840
Subscriptions and Office supplies$114,926$107,757
Other$90,207$84,580
OTHER EXPENSES FROM K-1'S$9,397,770

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INVESTMENT INCOME$60,877$60,877
TOTAL OF OTHER INCOME LISTED ON K-1'S$13,160,771

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized GainsDesc
Amt$438,887,451Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Publication Research Projects (Consulting for Research, Editing and Publishing)$293,524$293,525
Investment Managers, Brokerage, Custodian and Investment Consulting$6,778,184$6,080,031
Consulting on Employee Development, Benefits & Compensation$24,696$24,695
Software (consulting for development, enhancements and maintenance)$466,366$466,366
General Consulting$236,816$258,535

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
TAX EXPENSE PER BOOKS$4,436,737$0
FOREIGN TAXED PAID ON K-1'S$316,644

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIA Alpha LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line188 Main StAddressLine1Txt
CityPeapackCityNm
State AbbreviationNJStateAbbreviationCd
ZIP079770131ZIPCd
FieldValueIRS element (for citing)
EIN260648552EIN
Desc99% ownership interest in partnershipDesc
Amt$0Amt