LUMINA FOUNDATION FOR EDUCATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUMINA FOUNDATION FOR EDUCATION INC (EIN 35-1813228)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349105458
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:29:33+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 13th St NW Suite 852 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351813228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lumina Foundation for Education Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUMI | BusinessNameControlTxt |
| Phone | 3179515300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1390 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jamie Merisotis | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steve Lenivy | PreparerPersonNm |
| PTIN | P01635350 | PTIN |
| Phone | 2026245555 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,544,151,334 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $250,827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $250,827 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,257,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,164,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,234,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,611,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,233,588 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $690,808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,763,352 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $85,433,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,411,860 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,060,291 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $230,046 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,803,830 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $8,145,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $473,038 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,596,698 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,596,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $217,956 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,157,572 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $319,881 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $416,121 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $231,164 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,886 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $330,318 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,560,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,692,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,760,854 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $157,844 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,318,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $293,929 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $684,161 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $108,646 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,106,973 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $99,295 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $997,429 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,304,261 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,657 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,375,829 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,011,748 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,139,842 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,091,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,817,640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,308,634 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,430,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,964,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,044,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,210,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,030,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,641,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,964,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,075,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,792,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,447,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,902,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,801,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,801,822 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $938,018 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,321,927 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $938,018 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $938,018 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $425,217 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,076,563 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,076,563 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $19,829,005 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,996,200 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,996,200 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $313,996,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $355,320,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $355,320,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,577,647 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $43,280,520 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,280,520 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $990,675,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,049,157,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,049,157,377 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,061,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,031,689 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $394,124 | LandBOYAmt |
| Land EOY | $5,030,182 | LandEOYAmt |
| Land EOYFMV | $5,030,182 | LandEOYFMVAmt |
| Other Assets BOY | $68,909,975 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,549,767 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,549,767 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,448,032,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,544,151,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,544,151,334 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,980,419 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,684,412 | AccountsPayableEOYAmt |
| Grants Payable BOY | $725,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $900,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $2,496,821 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,931,668 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,202,240 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,516,080 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,437,830,377 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,525,635,254 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,437,830,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,525,635,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,448,032,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,544,151,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,437,830,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,792,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306,932,554 | OtherIncreasesAmt |
| Subtotal | $1,757,555,661 | SubtotalAmt |
| Other Decreases | $231,920,407 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,525,635,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TOTAL PUBLICLY TRADED SECURITIES | P | $632,611,000 | $601,945,024 | $30,665,976 | $0 | $30,665,976 |
| CAPITAL GAINS FROM K-1'S | P | $22,567,612 | $22,567,612 | $0 | $22,567,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,233,588 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,007,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,007,014 | SubtotalAmt |
| Tax Based On Investment Income | $1,007,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,041,184 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,041,184 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,034,170 | OverpaymentAmt |
| Applied To ES Tax | $1,034,170 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUMINAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ERIN ARCHER | IndividualWithBooksNm |
| Phone | 3179515300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Avenue Suite 1390 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alisa Miller | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD CHAIR | 2.00 | $45,000 | $0 | |
| Allan Hubbard | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER (RETIRED 4/10/2024) | 1.00 | $28,000 | $0 | |
| Austan Goolsbee | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 1.00 | $0 | $0 | |
| Christine Pambianchi | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 1.00 | $28,000 | $0 | |
| David Wilson | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 1.00 | $34,000 | $0 | |
| Joseph Boateng | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 2.00 | $34,000 | $0 | |
| Justin Christian | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 1.00 | $28,000 | $0 | |
| Katherine Davis | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER (RETIRED 4/10/2024) | 2.00 | $28,000 | $0 | |
| Matthew Breitfelder | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 2.00 | $34,000 | $0 | |
| Matthew Goldberg | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 1.00 | $28,000 | $0 | |
| Pardis Mahdavi | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER (elected 4/10/24) | 1.00 | $20,307 | $0 | |
| Teresa Lubbers | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER (elected 4/10/24) | 1.00 | $20,307 | $0 | |
| William Serrata | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | BOARD MEMBER | 1.00 | $28,000 | $0 | |
| Chauncy Lennon | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP for the Future of Learning and Work & Sr. Stratgeic Advisor | 40.00 | $421,902 | $105,951 | $0 |
| Courtney Brown | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP of Impact & Planning | 40.00 | $387,283 | $115,784 | $3,123 |
| Debra Humphreys | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP of Strategic Engagement | 40.00 | $374,389 | $76,844 | $0 |
| Erin Archer | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP for Fin and Invest/CFO | 40.00 | $392,231 | $67,559 | $2,362 |
| Hong Linh Nguyen | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP, Equity Culture, & Talent | 40.00 | $361,460 | $94,810 | $1,965 |
| Jamie Merisotis | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | President/CEO | 40.00 | $1,064,716 | $125,159 | $1,920 |
| Michelle Cooper | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP, Public Policy & Executive Director | 40.00 | $373,848 | $87,598 | $3,071 |
| Timothy Robinson | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | VP General Counsel & Chief of Staff | 40.00 | $344,721 | $102,852 | $2,531 |
| Carman Twillie Ambar | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | Board Member | 1.00 | $28,000 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Cody Coppotelli | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | Dir of Inv (8.24) | 40.00 | $318,603 | $50,509 | $1,178 |
| Kevin Corcoran | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | Strategy Director | 40.00 | $222,625 | $118,257 | $2,508 |
| Shelley Lloyd | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | Dir of HR & Fac-Dec | 40.00 | $246,414 | $139,766 | $1,818 |
| Thomas Major | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | Assoc Gen Counsel | 40.00 | $211,995 | $59,409 | $2,429 |
| Scott Jenkins | ||||||||
| 820 Massachusetts Ave | Indianapolis | IN | 46204 | Strtgy Dir-St Policy | 40.00 | $213,436 | $48,668 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 50 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Cornerstone Partners | ||||||
| 675 Jefferson Parkway | Charlottesville | VA | 22911 | Investment consulting and advisory services | $2,748,872 | |
| Blackbaud Giving Fund | ||||||
| 65 Fairchild Street | Charleston | SC | 29492 | Third Party Processing of Lumina Gifts | $2,422,451 | |
| Shiel Sexton Company Inc | ||||||
| 902 N Capitol Ave | Indianapolis | IN | 46204 | Construction Contractor for new office location | $2,066,510 | |
| Cigna Health | ||||||
| 900 Cottage Grove Road | Bloomfield | CT | 06002 | Healthcare Services | $1,326,664 | |
| HCM Strategists LLC | ||||||
| 501 Congress Ave | Austin | TX | 78701 | Support Lumina's state policy agenda | $1,250,000 | Suite 257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 50 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECHNICAL ASSISTANCE: THE FOUNDATION PROVIDES TECHNICAL ASSISTANCE BASED ON NONPARTISAN RESEARCH AND ANALYSIS TO BUSINESS, HIGHER EDUCATION, PUBLIC POLICY, NONPROFIT, AND WORKFORCE LEADERS AND ORGANIZATIONS WITH AN INTEREST IN INCREASING THE PROPORTION OF ADULTS IN THE U.S. LABOR FORCE WITH COLLEGE DEGREES AND OTHER CREDENTIALS OF VALUE LEADING TO ECONOMIC PROSPERITY TO 75 PERCENT BY 2040. FOUNDATION EXECUTIVES AND STAFF REGULARLY OFFER ADVICE AND ASSISTANCE ON TOPICS SUCH AS COLLEGE ADMISSIONS AND ACCESS TO WORKFORCE TRAINING, SUPPORTING STUDENTS WITH FINANCIAL AID AND HIGH-IMPACT PRACTICES AS THEY PURSUE EDUCATION AND TRAINING AFTER HIGH SCHOOL, AND ALIGNING DEGREES AND OTHER CREDENTIALS WITH LABOR-MARKET NEEDS. THIS ASSISTANCE INCLUDES BRIEFINGS AND TESTIMONY AT THE REQUEST OF POLICYMAKERS ON MATTERS WITHIN THE FOUNDATION'S AREAS OF EXPERTISE, SPEAKING AT CONFERENCES, MEETINGS, OTHER EVENTS, AND SHARING IDEAS AND INSIGHTS THROUGH EARNED, OWNED, AND PAID MEDIA. | Description1Txt |
| Expenses1 | $12,568,220 | Expenses1Amt |
| Description2 | RESEARCH AND PUBLICATIONS: THE FOUNDATION CONDUCTS SUSTANTIAL NONPARTISAN RESEARCH AND ANALYSIS ON EDUCATION AND TRAINING AFTER HIGH SCHOOL AND MAKES THIS RESEARCH AVAILABLE FREE OF CHARGE. THE FOUNDATION ANNUALLY UPDATES A WIDELY CITED BENCHMARK REPORT, "A STRONGER NATION," USING AN ONLINE DATA VIZUALIZATION TOOL. THIS REPORT, BASED ON FEDERAL DATA, MAKES A COMPELLING CASE FOR THE NEED TO DRAMATICALLY INCREASE THE SHARE OF AMERICANS WITH WORKFORCE CERTIFICATES, COLLEGE DEGREES, AND QUALITY SHORT-TERM CREDENTIALS. THE TOOL IS FEATURED ON THE FOUNDATION'S WEBSITE AND IS PROMOTED THROUGH MEDIA PITCHING AND SOCIAL MEDIA OUTREACH. "A STRONGER NATION" OFFERS STATE-BY-STATE ANALYSIS OF THE EDUCATION LEVELS OF EACH STATE'S RESIDENTS, HIGHLIGHTING THE WORK THAT MUST BE DONE TO ACHIEVE 75 PERCENT OF ADULTS IN THE U.S. LABOR FORCE WITH COLLEGE DEGREES AND OTHER CREDENTIALS OF VALUE LEADING TO ECONOMIC PROSPERITY BY 2040. THE FOUNDATION ALSO RELEASES LUMINA FOCUS MAGAZINE. | Description2Txt |
| Expenses2 | $4,585,917 | Expenses2Amt |
| Description3 | CONFERENCES AND CONVENINGS: THE FOUNDATION CONVENES BUSINESS, HIGHER EDUCATION, PUBLIC POLICY, NONPROFIT, AND WORKFORCE LEADERS, RESEARCHERS, AND OTHER INFLUENTIAL LEADERS WHO ARE WORKING TO EXPAND ACCESS TO FORMAL LEARNING AFTER HIGH SCHOOL AND ENSURE THE SUCCESS OF TODAY'S STUDENTS, MANY OF WHOM COME FROM LOW-INCOME HOUSEHOLDS, ARE BLACK, HISPANIC, LATINO, AND NATIVE AMERICAN, ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, OR ARE WORKING-AGE ADULTS. THESE CONVERSATIONS BRING PEOPLE TOGETHER AROUND A RANGE OF TOPICS TO SHARE, LEARN, BUILD, AND ACT. TOPICS COVERED INCLUDE REDESIGNING HIGHER LEARNING TO ADVANCE THE 75 PERCENT GOAL THE FOUNDATION AND ITS PARTNERS IN THE FIELD PURSUE CONSISTENT WITH A PUBLIC, FIVE-YEAR STRATEGIC PLAN. | Description3Txt |
| Expenses3 | $1,489,473 | Expenses3Amt |
| Description4 | PHILANTHROPY: THE FOUNDATION SUPPORTS THE NONPROFIT PHILANTHROPIC SECTOR AND ORGANIZATIONS ADVANCING THE FIELDS OF HIGHER EDUCATION AND WORKFORCE TRAINING. FOUNDATION EXECUTIVES AND STAFF ACTIVELY SUPPORT PHILANTHROPIC ORGANIZATIONS IN INDIANAPOLIS, WHERE THE FOUNDATION IS HEADQUARTERED, AND IN AND AROUND 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 FOUNDATIONS. FOR EXAMPLE, THE FOUNDATION'S PRESIDENT AND CEO SERVES AS A GOVERNOR OF THE DITCHLEY FOUNDATION, BASED IN THE UNITED KINGDOM, AS PAST CHAIRMAN AND TRUSTEE EMERITUS OF THE COUNCIL ON FOUNDATIONS, AND ON THE BIPARTISAN POLICY CENTER'S COMMISSION FOR THE AMERICAN WORKFORCE AND THE BOARD OF THE CENTRAL INDIANA CORPORATE PARTNERSHIP. OTHER LUMINA STAFF SERVE ON BOARDS OF ORGANIZATIONS SUCH AS THE NELLIE MAE FOUNDATION, INDIANA HUMANITIES, AND THE ARNOLT CENTER FOR INVESTIGATIVE JOURNALISM. | Description4Txt |
| Expenses4 | $1,125,473 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Beam: To support a scalable platform providing financial tools and resources to support postsecondary completion rates. | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | The Reinvestment Fund, Inc: PRI loan to address the level of philanthropic, government, and other financial support to HBCUs. | Description2Txt |
| Expenses2 | $500,000 | Expenses2Amt |
| Total | $1,500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,426,133,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,141,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,515,991 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,472,790,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,472,790,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,091,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,450,698,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,534,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,534,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,007,014 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $32,335 | IncomeTaxAmt |
| Total Tax | $1,039,349 | TotalTaxAmt |
| Distributable Before Adj | $71,495,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $685,059 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,180,632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,180,632 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,075,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,886,938 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $73,462,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,180,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,158,428 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,587,827 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,381,849 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,503,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,631,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,462,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,180,632 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,281,957 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,913,098 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $30,158,428 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,754,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,587,827 | ExcessFromYear4Amt |
| Excess From Year3 | $10,381,849 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $20,503,037 | ExcessFromYear1Amt |
| Excess From Current Year | $1,281,957 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROGRAM OFFICE NEW INQUIRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUMINA FOUNDATION FOR EDUCATION PO | AddressLine1Txt |
| Address Line2 | Box 1806 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462061806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Lumina Foundation does not have a formal letter of inquiry (LOI) policy. However, we do review unsolicited requests. Unsolicited requests are reviewed by the grants management team for alignment with the Foundation's current strategic priorities. If the request aligns with current work, it is referred to a program officer for further review. Requests considered viable are invited to submit concept papers for further consideration by Lumina Executive Team members. Formal invitations for full proposal may be advanced following initial evaluation. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | UNSOLICITED INQUIRIES RECEIVED BY THE END OF SEPTEMBER FOR THE YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | Lumina carefully reviews every grant inquiry that meets foundation guidelines. Following the initial review, we will inform applicants within two months of receipt whether the inquiry fits our current priorities and resources. Due to limited resources, we cannot request proposals from all inquiries that meet our criteria. If we decide to request a full proposal, a Program Officer will contact the applicant to request additional information and to provide instructions on applying for a grant. An invitation to submit a proposal does not guarantee funding. Lumina carefully considers all solicited proposals; occasionally, we invite external experts to review proposals as well. We are diligent in our efforts to respond promptly to proposals. Assuming potential grantees' timely responses to requests for information, the entire review and approval process typically takes approximately six months. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (357 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 100 Black Men of Indianapolis | ||||||||||
| 1500 East Michigan | Indianapolis | IN | 46201 | PC | To support the 100 Black Men of Indianapolis 40th Anniversary Gala | $5,000 | ||||
| Advance Illinois | ||||||||||
| 303 East Wacker Drive Suite 1925 | Chicago | IL | 60601 | PC | To support Advance Illinois' efforts to educate the public about state-level policies that increase postsecondary attainment and improve outcomes. | $125,000 | ||||
| Afghan American Community Center Inc | ||||||||||
| 7710 Hackbury Court Unit A | Indianapolis | IN | 46227 | PC | To support the Eid & Nawruz event | $5,000 | ||||
| AFL-CIO Working For America Institute | ||||||||||
| 815 Black Lives Matter Plaza | Washington | DC | 20006 | PC | To develop and deploy a universally recognized advanced manufacturing certification program in partnership with community colleges in Ohio, Pennsylvania, and Georgia. | $125,000 | ||||
| Alabama Possible | ||||||||||
| PO Box 55058 | Birmingham | AL | 35255 | PC | to support the EmpowerED Conference convening of historically and predominately Black community colleges | $30,000 | ||||
| Alabama Possible | ||||||||||
| PO Box 55058 | Birmingham | AL | 35255 | PC | To support the EmpowerED Conference convening of historically and predominately Black community colleges. | $15,000 | ||||
| Amalgamated Charitable Foundation Inc | ||||||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | To support the Higher Ed Forward joint funder effort designed to advance student success, academic freedom, and democratic principles through designated pooled funding. | $250,000 | ||||
| American Academy of Arts and Sciences | ||||||||||
| 136 Irving St | Cambridge | MA | 02138 | PC | To support the Aspen Higher Education Forum with journalists' participation. | $250,000 | ||||
| American Association Of Blacks in Higher Education | ||||||||||
| 1155 F St NW | Washington | DC | 20004 | PC | To support the 2024 AABHE Annual Conference. | $5,000 | ||||
| American Association of Colleges and Universities | ||||||||||
| 1818 R Street Northwest | Washington | DC | 20009 | PC | To support the rollout of Democracy Re/Designed and support IDHE's transition to AAC&U | $180,000 | ||||
| American Association of Colleges and Universities | ||||||||||
| 1818 R Street Northwest | Washington | DC | 20009 | PC | To plan for the launch of the Higher Education Democracy Initiative | $100,000 | ||||
| American Association of Community Colleges | ||||||||||
| One Dupont Circle NW Suite 700 | Washington | DC | 20036 | PC | To support AACC's annual Workforce Development Institute 2025 conference. | $6,000 | ||||
| American Association of Hispanics in Higher Education | ||||||||||
| 2455 East Sunrise Blvd Suite 816 | Fort Lauderdale | FL | 33304 | PC | To support the 2024 Annual Conference of the American Association of Hispanics in Higher Education (AAHHE). | $5,000 | ||||
| American Association of University Administrators | ||||||||||
| 2412 N Stonelake Cir | Bloomington | IN | 47404 | PC | To support the AAUA National Conference. | $5,000 | ||||
| American Council on Education | ||||||||||
| One Dupont Circle NW Suite 800 | Washington | DC | 200361193 | PC | To support the development of a consortium that will provide higher education institutions with information and support related to the changing legislative landscape of reproductive healthcare | $75,000 | ||||
| American Historical Association | ||||||||||
| 400 A Street SE | Washington | DC | 20003 | PC | To support constituents' understanding of a changing policy landscape and articulate the value of historical thinking for student success | $68,000 | ||||
| Arizona State University Foundation for A New American University | ||||||||||
| PO Box 2260 300 East University Dri | Tempe | AZ | 852802260 | PC | To support strategy and implementation planning for the University Innovation Alliance. | $150,000 | ||||
| Arnolt Center for Investigative Reporting The Media School Indiana Univers | ||||||||||
| PO Box 500 | Bloomington | IN | 47402 | PC | To support the Michael I. Arnolt Center for Investigative Journalism's annual reporting symposiums in 2025 and 2026. | $30,000 | ||||
| Artrageous Inc | ||||||||||
| 326 N Kenyon St | Indianapolis | IN | 46219 | PC | To support the content creation of the series "Careers in the Trades" | $6,000 | ||||
| Aspen Institute The | ||||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To support the Ascend/Black and Native Family Futures Fund Closing Convening. | $10,000 | ||||
| Aspen Institute The | ||||||||||
| 2300 N Street NW Suite 700 | Washington | DC | 20037 | PC | To conduct research and analysis on the role and structure of industry partnerships in recent federal job creation legislation, with a particular focus on the role of community colleges in those partnerships. | $40,000 | ||||
| Association for Career and Technical Education | ||||||||||
| 1410 King Street | Alexandria | VA | 22314 | PC | To support ACTE's 2024 postsecondary CTE conference. | $3,000 | ||||
| Association for Institutional Research | ||||||||||
| 2241 North Monroe St PMB 1413 | Tallahassee | FL | 32303 | PC | To sponsor the 2024 AIR Annual Forum | $15,200 | ||||
| Association for Institutional Research | ||||||||||
| 2241 North Monroe St PMB 1413 | Tallahassee | FL | 32303 | PC | Five separate workshops designed to develop essential skills in institutional research and data management. | $20,000 | ||||
| Association of Black Foundation Executives Inc | ||||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | PC | To support the 2024 ABFE Harambee Conference. | $10,000 | ||||
| Association of Black Foundation Executives Inc | ||||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | PC | To support the 2025 ABFE Harambee Conference and Black Women in Philanthropy Retreat. | $20,000 | ||||
| Association of Community College Trustees | ||||||||||
| 1101 17th Street Northwest Suite 3 | Washington | DC | 20036 | PC | To support the Kids on Campus framework for co-locating Head Start programs on community college campuses | $450,000 | ||||
| Association of Community College Trustees | ||||||||||
| 1101 17th Street Northwest Suite 3 | Washington | DC | 20036 | PC | To research the funding models for each of the 50 states and publicize the data to compare models. | $79,900 | ||||
| Attainment Network The | ||||||||||
| 490 Race Street | Denver | CO | 80206 | PC | To support The Attainment Network's upcoming event, the Learner Voice Symposium. | $2,500 | ||||
| Ball State University | ||||||||||
| 2000 W University Avenue | Muncie | IN | 473061099 | GOV | To support Indiana Public Media in honor of the retirement of John Strauss. | $1,000 | ||||
| Behavioral Ideas Lab Inc | ||||||||||
| 80 Broad Street 30th Floor | New York | NY | 10004 | PC | This sponsorship is to support an April 2024 roundtable event where college leadership will deepen their understanding of how behavioral design impacts participation. | $5,000 | ||||
| Benedict College | ||||||||||
| 1600 Harden Street | Columbia | SC | 29204 | PC | Rededication and naming ceremony for the Dr. Roslyn Clark Artis Administration Building at Benedict College. | $3,500 | ||||
| Big Brothers Big Sisters of Central Indiana Inc | ||||||||||
| 1433 N Meridian Street | Indianapolis | IN | 462084715 | PC | To support BBBSCI's annual sports-themed fundraiser, the Main Event. | $5,000 | ||||
| Big Car Media Inc | ||||||||||
| 615 North Alabama Street 119 | Indianapolis | IN | 46204 | PC | To support the 2024 Levitt VIBE Indianapolis Music Series | $2,500 | ||||
| Bipartisan Policy Center Inc | ||||||||||
| 1225 Eye Street NW Suite 1000 | Washington | DC | 20005 | PC | To support Commission on the American Workforce in-person meetings hosted by the Bipartisan Policy Center in 2025. | $97,019 | ||||
| Blackbaud Giving Fund | ||||||||||
| 2000 Daniel Island Dr Suite 100 | Charleston | SC | 29492 | PC | To support Lumina's 2023-2024 Gift Programs through the Blackbaud Giving Fund. | $2,508,511 | ||||
| Bloomington Pearl Foundation | ||||||||||
| PO Box 1044 | Bloomington | IN | 47402 | PC | To support the 2024 Finer Womanhood Celebration | $5,000 | ||||
| Bloomington Pearl Foundation | ||||||||||
| PO Box 1044 | Bloomington | IN | 47402 | PC | To support 2025 Finer Womanhood Celebration. | $15,000 | ||||
| Board of Regents of the University of Wisconsin System | ||||||||||
| 21 N Park Street Suite 6301 | Madison | WI | 537151218 | PC | To study the impact of integrating proactive financial aid notifications with direct admissions programs in at least two states, in partnership with Scholarship America | $350,000 | ||||
| Board of Trustees of Southern Illinois University | ||||||||||
| 900 South Normal Avenue | Carbondale | IL | 62901 | PC | To support the SIU system to implement evidence-based interventions to improve academic progress, decrease DFW rates, and increase students' sense of belonging. | $300,000 | ||||
| Bread for the City | ||||||||||
| 1525 Seventh St NW | Washington | DC | 20001 | PC | To provide support for 2025 programming. | $5,000 | ||||
| Bread for the World Institute | ||||||||||
| 425 3rd Street SW Suite 1200 | Washington | DC | 20024 | PC | To support the Bread For The World's racial wealth gap simulation events at five Indiana colleges and universities. | $17,500 | ||||
| Brightpoint Community College Foundation | ||||||||||
| 800 Charter Colony Pkwy | Midlothian | VA | 23114 | PC | One or two day training event to improve Help Hub operations and services. | $10,000 | ||||
| Cancer Support Community of Central Indiana | ||||||||||
| 5150 West 71st Street | Indianapolis | IN | 46268 | PC | To support the 2024 Laughing Matters event. | $3,500 | ||||
| Capital B News Inc | ||||||||||
| 209 W 29th Street Suite 107 | New York | NY | 10001 | PC | To provide general operating support to a nonprofit news organization that's strengthening the local news ecosystem nationally. | $150,000 | ||||
| Care and Progress Community Development | ||||||||||
| 2568 Martin Luther King Jr Ave SE | Washington | DC | 20020 | PC | To support the Excel Academy Community Crisis Project and Sportsarama programming. | $10,000 | ||||
| Catalyst Education Inc | ||||||||||
| 721 Hillary Street Suite 2 | New Orleans | LA | 70118 | PC | To support the Higher Education Equity Network (HEEN) to convene leaders, lead sector-wide dialogue and develop research on postsecondary outcomes for Black, Latino/a, and Indigenous students. | $100,000 | ||||
| Center for American Progress | ||||||||||
| 1333 H Street Northwest Suite 100E | Washington | DC | 20005 | PC | To support the Center for American Progress' Summit on Education. | $10,000 | ||||
| Center for Leadership Development | ||||||||||
| 2425 Dr Martin Luther King Jr Str | Indianapolis | IN | 462085546 | PC | To support the 44th Annual Minority Achievers Awards & Scholarship Gala | $10,000 | ||||
| Center for Leadership Development | ||||||||||
| 2425 Dr Martin Luther King Jr Str | Indianapolis | IN | 462085546 | PC | To support the Center for Leadership Development's 45th Annual Minority Achievers Awards & Scholars Gala | $12,500 | ||||
| Center for Racial Equity in Education | ||||||||||
| 3424 Ashley View Drive | Charlotte | NC | 28213 | PC | To support CREED to elevate policy to improve opportunities for students attending North Carolina's ten Historically Black Colleges and Universities (NC10). | $150,000 | ||||
| Center for Regional Economic Competitiveness | ||||||||||
| 1700 N Moore Street Suite 1500 PO B | Arlington | VA | 22209 | PC | To support the annual joint Council for Community and Economic Research (C2ER) Conference / Labor Market Information (LMI) Institute Forum. | $14,000 | ox 12546 | |||
| Central Indiana Community Foundation | ||||||||||
| 615 N Alabama St 119 | Indianapolis | IN | 46204 | PC | To support Power of Women: An Evening with Ruby Bridges - Civil Rights Activist. | $5,000 | ||||
| Central Indiana Corporate Partnership Foundation | ||||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | PC | To support the 2024 TechPoint Mira Awards. | $5,000 | ||||
| Century Foundation Inc The | ||||||||||
| One Whitehall Street 15th Floor | New York | NY | 10004 | PC | To support research to help with identifying the underlying issues in funding of HBCUs. | $25,000 | ||||
| Chaffey Community College | ||||||||||
| 5885 Haven Avenue | Rancho Cucamonga | CA | 91737 | PC | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| Children's Bureau Inc | ||||||||||
| 1575 Dr Martin Luther King Jr Str | Indianapolis | IN | 46202 | PC | To support the Firefly Trivia Night | $5,000 | ||||
| Children's Museum of Indianapolis Inc | ||||||||||
| 3000 North Meridian Street | Indianapolis | IN | 46208 | PC | To support 2024 Museum by Moonlight. | $5,000 | ||||
| Christel House International Inc | ||||||||||
| 2960 North Meridian Street Suite 1 | Indianapolis | IN | 46208 | PC | To support the Christel House College and Careers program. | $100,000 | ||||
| Christian Theological Seminary | ||||||||||
| 1000 West 42nd Street | Indianapolis | IN | 46208 | PC | To support the Faith & Action Project Spring Conference, Economic Disparities: What is Our Role? | $7,500 | ||||
| Christian Theological Seminary | ||||||||||
| 1000 W 42nd Street | Indianapolis | IN | 46208 | PC | To support the Faith & Action Project 2025 Conferences. | $25,000 | ||||
| Civic Nation | ||||||||||
| 1156 15th Street NW 1000 | Washington | DC | 20005 | PC | To support the Change Collective Initiative. | $100,000 | ||||
| Civic Nation | ||||||||||
| 1156 15th Street NW 1000 | Washington | DC | 20005 | PC | To expand Civic Nation's student debt clinics | $70,000 | ||||
| Civic News Company | ||||||||||
| 450 Seventh Avenue 32nd Floor | New York | NY | 10123 | PC | To support higher education coverage in Colorado. | $200,000 | ||||
| Civic News Company | ||||||||||
| 450 Seventh Avenue 32nd Floor | New York | NY | 10123 | PC | To provide general operating support for the education news nonprofit Chalkbeat Indiana, a partner in the Indiana Local News Initiative. | $100,000 | ||||
| Clean Power Institute | ||||||||||
| 1299 Pennsylvania Avenue NW Suite | Washington | DC | 20004 | PC | To pilot a community college training program for wind technicians. | $150,000 | ||||
| Cleveland State University Foundation | ||||||||||
| 2121 Euclid Ave UN501 | Cleveland | OH | 44115 | PC | To support a site visit identifying how collaboration between higher ed institutions, cities, and regions can support sustainable development goals. | $20,000 | ||||
| Coburn Place Safe Haven II Inc | ||||||||||
| 604 East 38th Street | Indianapolis | IN | 46205 | PC | To provide 2025 support for the Coburn Academy | $10,000 | ||||
| Coleridge Initiative Inc | ||||||||||
| 1740 Broadway 15th Floor | New York | NY | 10019 | PC | To support the 4th Annual National Convening of the Coleridge Initiative | $10,000 | ||||
| College Mentors for Kids Inc | ||||||||||
| 6081 East 82nd Street Suite 420 | Indianapolis | IN | 46250 | PC | To support the 2024 College Mentors for Kids National Conference | $5,000 | ||||
| Collegiate Directions Inc | ||||||||||
| 4827 Rugby Avenue Ste 001 | Bethesda | MD | 20814 | PC | To support CDI's 14th Annual Spring Benefit | $2,500 | ||||
| Colorado Department of Higher Education | ||||||||||
| 1600 Broadway Suite 2200 | Denver | CO | 80202 | GOV | To support the Colorado Department of Higher Education's Equity Day of Action. | $6,000 | ||||
| Commission On Independent Colleges & Universities | ||||||||||
| 17 Elk St Fl 2 | Albany | NY | 12207 | PC | To support technical assistance in New York aligned with Lumina's state policy agenda. | $11,000 | ||||
| Committee for Education Funding | ||||||||||
| 1800 M South Tower | Washington | DC | 20036 | NC | To support the Committee for Education Funding's 2024 Reception and Awards Gala. | $3,000 | ||||
| Communications Network The | ||||||||||
| 777 6th Street NW 11th Floor | Washington | DC | 20001 | PC | To support The Communications Networks 2024 annual conference. | $30,000 | ||||
| Community College of Beaver County | ||||||||||
| 1 Campus Dr | Monaca | PA | 15061 | GOV | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| Community Services Society of New York | ||||||||||
| 633 Third Avenue 10th Floor | New York | NY | 10017 | PC | To provide capacity building support to the Education Debt Consumer Assistance Program. | $300,000 | ||||
| Competency-Based Education Network | ||||||||||
| 1417 Hanson Drive | Franklin | TN | 37067 | PC | To pilot competency-based math course redesign models to foster more equitable pathways to success at community colleges | $700,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | to support the continued implementation of the Historically Black Community College Network | $740,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To support CCA's 2024 Annual Convening in Indianapolis. | $25,000 | ||||
| Complete College America | ||||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | PC | To advance higher education outcomes for learners of color and other marginalized groups by hosting a think tank of national leaders and creating a guidebook to elevate current issues and potential strategies for the post-secondary community. | $50,000 | ||||
| Congregation of Holy Cross US Province | ||||||||||
| PO Box 765 | Norte Dame | IN | 46556 | PC | To support the care of elderly priest and religious. | $60,000 | ||||
| Congressional Black Caucus Foundation | ||||||||||
| 1720 Massachusetts Avenue Northwes | Washington | DC | 20036 | PC | To support the CBC Annual Legislative Conference. | $10,000 | ||||
| Conner Prairie Museum Inc | ||||||||||
| 13400 Allisonville Road | Fishers | IN | 46038 | PC | To support the Access Pass Program | $5,000 | ||||
| Corporation for a Skilled Workforce | ||||||||||
| PO Box 17 | Hartland | MI | 48353 | PC | Joint reception for CSW ACE-UP convening and USDOL Strengthening Community College Training grantees. | $20,000 | ||||
| Council for Adult and Experiential Learning | ||||||||||
| 55 East MonroeSuite 2710 | Chicago | IL | 60603 | PC | To provide technical assistance to the 5 HBCU Adult Learner Initiative institutions in North Carolina. | $145,000 | ||||
| Council for Opportunity in Education | ||||||||||
| 1025 Vermont Ave NW Suite 400 | Washington | DC | 20005 | PC | To support the 41st Student Financial Aid Research Network (SFARN) Conference. | $10,000 | ||||
| Council for the Study of Community Colleges (CSCC) | ||||||||||
| 51 Gerty Drive Room 113 c/o Office | Champaign | IL | 61820 | PC | To support the 2025 Council for the Study of Community Colleges annual conference | $2,500 | of Community College Res | |||
| Council on Postsecondary Education | ||||||||||
| 100 Airport Road 3rd Floor | Frankfort | KY | 40601 | PC | To plan for the alignment of existing initiatives toward a simplified admissions process for Kentucky students | $100,000 | ||||
| Covenant House | ||||||||||
| 5 Penn Plaza | New York | NY | 10001 | PC | To provide support of the Covenant House mission to end youth homelessness. | $5,000 | ||||
| Data Foundation The | ||||||||||
| 1100 13th Street NW Suite 800 | Washington | DC | 20005 | PC | To support the AI-Ready Education & Workforce Data Workshop. | $10,000 | ||||
| Data Quality Campaign Inc | ||||||||||
| PO Box 65858 | Washington | DC | 20035 | PC | To elevate the use of state longitudinal data systems in automating admissions processes and to provide TA to Great Admissions Redesign grantees | $180,000 | ||||
| DC Central Kitchen | ||||||||||
| 2121 First Street SW | Washington | DC | 20024 | PC | To support the Culinary Job Training Chili Cook-Off | $5,000 | ||||
| DC Volunteer Lawyers Project | ||||||||||
| 5335 Wisconsin Avenue | Washington | DC | 20015 | PC | To support the 2024 Annual Benefit "Safe Homes Build Safe Communities" | $5,000 | ||||
| Deep South Today | ||||||||||
| 750 Woodlands Pkwy Suite 100 | Ridgeland | MS | 39157 | PC | To support in-depth coverage of higher education issues in Mississippi. | $80,000 | ||||
| Diversity in Leadership | ||||||||||
| 2650 Dr Martin Luther King Jr St Un | Indianapolis | IN | 462085866 | PC | To support the Diversity in Leadership program. | $25,000 | it 88784 | |||
| Domestic Violence Network of Greater Indianapolis | ||||||||||
| 9245 North Meridian Street STE 235 | Indianapolis | IN | 46260 | PC | To support the event, A Night with Project Heal | $2,500 | ||||
| Doorways for Women and Families Inc | ||||||||||
| 671 N Glebe Rd Suite 610 | Arlington | VA | 22203 | PC | To provide general operating support. | $5,000 | ||||
| Dress for Success Indianapolis | ||||||||||
| 820 North Meridian Street | Indianapolis | IN | 46204 | PC | To support the Stepping Out In Style reception for Dress For Success. | $5,000 | ||||
| Economic Club of Indiana The | ||||||||||
| 1630 North Meridian Street | Indianapolis | IN | 46202 | PC | To support the 24/25 Economic Club Speaker Series | $11,500 | ||||
| Education Leaders of Color Inc | ||||||||||
| 3680 Wilshire Blvd Ste P-04-1052 | Los Angeles | CA | 90010 | PC | To support the Education Leaders of Color (EdLoC) 2024 National Convening | $5,000 | ||||
| Education Strategy Group | ||||||||||
| 4716 Drummond Avenue | Chevy Chase | MD | 20815 | NC | To provide technical assistance to SHEEOs involved in cross-agency workforce collaboratives, and facilitate the launch for an 8 state collaborative on electric vehicles. | $250,000 | ||||
| Education Strategy Group | ||||||||||
| 4716 Drummond Avenue | Chevy Chase | MD | 20815 | NC | to provide wrap-up and sustainability support for states and colleges involved in REACH | $48,000 | ||||
| Education Trust Inc | ||||||||||
| 580 2nd Street Suite 200 | Oakland | CA | 94607 | PC | To support the 2024 Education Equity Forum in Oakland, CA. | $10,000 | ||||
| Education United Indy Inc | ||||||||||
| 1100 W 42nd St | Indianapolis | IN | 46208 | PC | To support the Freedom Readers program, an initiative focused on empowering parents and caregivers to support their children and other learners to read at or above grade level. | $7,500 | ||||
| Elizabeth City State University | ||||||||||
| 1704 Weeksville Rd | Elizabeth City | NC | 27909 | GOV | To build the capacity to serve adult learners at HBCUs. | $125,000 | ||||
| Emerging Practitioners in Philanthropy | ||||||||||
| 201 N Union Street Suite 110 | Alexandria | VA | 22314 | PC | To support the 2024 EPIP Conference. | $10,000 | ||||
| Emory University | ||||||||||
| 1762 Clifton Road Suite 2400 | Atlanta | GA | 30322 | PC | To support the Emory Center for Public Scholarship and Engagement's 2024 Ideas Festival. | $15,000 | ||||
| EmployIndy | ||||||||||
| 101 W Washington Street Suite 120 | Indianapolis | IN | 46204 | PC | To support the development of a strategic plan for the Good Wages Initiative in Central Indiana. | $15,000 | ||||
| Equity Research Cooperative | ||||||||||
| 3051 North 35th Street | Philadelphia | PA | 19132 | PC | To launch research projects and build coalitions to create actionable evidence for college affordability, including the free college and student debt relief movement. | $150,000 | ||||
| Excelencia in Education Inc | ||||||||||
| 1156 15th Street NW Suite 1001 | Washington | DC | 20005 | PC | To support "The UTEP Story," a book project highlighting a leading institution for advancing Latino student success. | $50,000 | ||||
| Excelencia in Education Inc | ||||||||||
| 1156 15th Street NW Suite 1001 | Washington | DC | 20005 | PC | To inform institutional, state, and national policy with practices and strategies to address affordability and more intentionally serve Latino students | $200,000 | ||||
| Family and Youth Initiative Inc | ||||||||||
| 853 New Jersey Avenue SE Suite 200 | Washington | DC | 20003 | PC | To support the Establishing Roots Fundraiser | $5,000 | ||||
| First United Methodist Church of Hoopeston | ||||||||||
| 403 E Main St | Hoopeston | IL | 60942 | PC | To provide support. | $5,100 | ||||
| Five Pearls Foundation | ||||||||||
| PO Box 2271 | Indianapolis | IN | 46206 | PC | To support multiple 2025 programs: Scholarship Tea, Youth Step Down, Financial Literacy Program, Sisterhood Tea | $15,000 | ||||
| Florida Association for Institutional Research Inc | ||||||||||
| 1000 College Blvd | Pensacola | FL | 32504 | NC | To support the 2024 Florida Association for Institutional Research (virtual) annual conference. | $1,000 | ||||
| Food Research & Action Center | ||||||||||
| 11 Dupont Circle NW Suite 500 | Washington | DC | 20036 | PC | To support the Food Research and Action Center's 2024 Benefit Breakfast. | $2,500 | ||||
| Foothills Caring Corps | ||||||||||
| 7275 E Easy Street | Carefree | AZ | 85377 | PC | To support the services provided by Foothills Caring Corp. | $10,000 | ||||
| Foster Success | ||||||||||
| 546 East 17th Street Suite 206 | Indianapolis | IN | 46202 | PC | To support the Breaking Down Barriers program | $5,000 | ||||
| Foundation for California Community Colleges | ||||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | To support the California Education Learning Lab to develop a novel statewide, intersegmental professional learning cooperative serving California's public higher education institutions. | $200,000 | ||||
| Foundation for California Community Colleges | ||||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | To support implementation of California's Master Plan for Career Education. | $200,000 | ||||
| Foundation for California Community Colleges | ||||||||||
| 1102 Q Street Suite 4800 | Sacramento | CA | 95811 | PC | The C3Converge is a convening bringing together community colleges from California and across the nation to discuss the role that community colleges can play in mitigating the impacts of climate change. | $5,000 | ||||
| Foundation for Louisiana | ||||||||||
| 4354 S Sherwood Forest Blvd Suit | Baton Rouge | LA | 70816 | PC | To support the voice, vision and value restorative healing retreats. | $10,000 | ||||
| Franklin College of Indiana | ||||||||||
| 101 Branigin Boulevard | Franklin | IN | 46131 | PC | To support the 2024 Indiana High School Press Association annual convention keynote | $10,000 | ||||
| Free Press | ||||||||||
| 1025 Connecticut Ave NW Ste 1110 | Washington | DC | 20036 | PC | To provide general operating support for a nonpartisan nonprofit that strengthens local news through public policy education. | $150,000 | ||||
| Free Press Indiana Inc | ||||||||||
| 805 N Audubon Rd | Indianapolis | IN | 46219 | PC | To support advertising and marketing efforts to build audience and brand recognition for a local newsroom. | $200,000 | ||||
| Funders Together to End Homelessness Inc | ||||||||||
| 89 South Street Suite 603 | Boston | MA | 02111 | PC | To support Workforce Matters' Further Together 2024 Conference. | $5,000 | ||||
| Generation Hope | ||||||||||
| 415 Michigan Avenue NE Suite 430 | Washington | DC | 20017 | PC | To support the HOPE national convening to support the success of student parents | $10,000 | ||||
| Georgetown University | ||||||||||
| 37th O Streets Northwest Box 571168 | Washington | DC | 20057 | PC | To strengthen the alignment of postsecondary education and workforce via research and technical assistance. | $900,000 | ||||
| Georgia State University Foundation | ||||||||||
| PO Box 2668 | Atlanta | GA | 303012668 | PC | To support The National Institute for Student Success to deliver its Diagnostic Playbook services to 3 SUNY institutions. | $200,000 | ||||
| Girls Incorporated of Greater Indianapolis | ||||||||||
| 3935 North Meridian Street | Indianapolis | IN | 462084011 | PC | To support the TogetHER event. | $5,000 | ||||
| Gleaners Food Bank of Indiana Inc | ||||||||||
| 3737 Waldemer Avenue | Indianapolis | IN | 46241 | PC | To provide support to the Gleaners School-Based Pantry program. | $10,000 | ||||
| Gleaners Food Bank of Indiana Inc | ||||||||||
| 3737 Waldemer Avenue | Indianapolis | IN | 46241 | PC | To support the School-Based Pantries program. | $10,000 | ||||
| Glendale College Foundation | ||||||||||
| 1500 North Verdugo Road | Glendale | CA | 912082894 | PC | to develop a comprehensive faculty and staff development program that supports improved participation, student success, completion, and program quality. | $50,000 | ||||
| Grantmakers Concerned with Immigrants and Refugees | ||||||||||
| PO Box 1100 | Sebastopol | CA | 95473 | PC | To support the 2024 biennial national convening of Grantmakers Concerned with Immigrants and Refugees. | $5,000 | ||||
| Grantmakers for Education | ||||||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | PC | To support the 2024 Grantmakers for Education Annual Conference. | $15,000 | ||||
| Grantmakers for Effective Organizations | ||||||||||
| 1725 DeSales Street Northwest Sui | Washington | DC | 200364406 | PC | To support the 2024 GEO Learning Conference. | $10,000 | ||||
| Greater DC Diaper Bank | ||||||||||
| 1532 A Street NE | Washington | DC | 20002 | PC | To support the Diaper Distribution. | $10,000 | ||||
| Greater Indianapolis Chamber of Commerce | ||||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | SO I | To support the Fast Forward event. | $7,500 | ||||
| Greater Indianapolis Chamber of Commerce | ||||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | SO I | To support the Indy Chamber's Business Equity Initiative. | $50,000 | ||||
| Greater Washington Educational Telecommunications Association Inc | ||||||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | PC | To support public television news broadcast segments related to the nation's need for increased educational attainment after high school. | $650,000 | ||||
| Heartland Film Inc | ||||||||||
| 8950 Otis Ave | Indianapolis | IN | 46216 | PC | To support the Heartland International Film Festival | $5,000 | ||||
| Higher Learning Advocates | ||||||||||
| 444 North Capital Street NW 612 5 | Washington | DC | 20001 | PC | To support the 2024 DC Student Summit | $10,000 | ||||
| Hispanics in Philanthropy | ||||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | To support the 2025 Hispanics in Philanthropy (HIP) and Native Americans in Philanthropy (NAP) joint conference. | $10,000 | ||||
| Hope Academy Inc | ||||||||||
| 3919 Madison Avenue Suite 100 | Indianapolis | IN | 46227 | PC | To support the 2024 Rise & Shine for Hope event. | $3,000 | ||||
| Horton's Kids Inc | ||||||||||
| 2233 Hunter Place SE | Washington | DC | 20020 | PC | To support the 16th Annual Home Runs for Horton's Kids | $10,000 | ||||
| Horton's Kids Inc | ||||||||||
| 2233 Hunter Place SE | Washington | DC | 20020 | PC | To support the 17th Annual Home Runs for Horton's Kids | $10,000 | ||||
| HVAF of Indiana Inc | ||||||||||
| 964 North Pennsylvania Street | Indianapolis | IN | 46204 | PC | To provide general support following a major fire to HVAF. | $10,000 | ||||
| Illinois Board of Higher Education | ||||||||||
| 1 North Old State Capitol Plaza Sui | Springfield | IL | 627011377 | GOV | To implement direct admissions statewide in Illinois for community college transfer students and high school seniors, using the Common App | $750,000 | te 333 | |||
| Immigrant Welcome Center | ||||||||||
| 2236 East Tenth Street | Indianapolis | IN | 062012006 | PC | To support the Immigrant Welcome Center's Year-End Campaign. | $10,000 | ||||
| Indiana Bar Foundation | ||||||||||
| 615 North Alabama Suite 426 | Indianapolis | IN | 46204 | PC | To support the Mock Trial Diversity Initiative | $5,000 | ||||
| Indiana Black Expo | ||||||||||
| 601 N Shortridge Rd | Indianapolis | IN | 46219 | PC | To support the 2024 Summer Celebration | $10,000 | ||||
| Indiana Black Expo | ||||||||||
| 601 N Shortridge Rd | Indianapolis | IN | 46219 | PC | To support the Indiana Black Expo 2025 Education Conference. | $12,500 | ||||
| Indiana Citizen Education Foundation Inc | ||||||||||
| 3544 Clearwater Circle | Indianapolis | IN | 46240 | PC | To provide general operating support to a nonprofit news organization that provides nonpartisan coverage of elections and voting in Indiana. | $100,000 | ||||
| Indiana Civil Rights Commission | ||||||||||
| 100 N Senate Ave Room N300 | Indianapolis | IN | 46202 | PC | To support the 2024 Civil Rights Awards Dinner | $2,500 | ||||
| Indiana Conference for Women LTD | ||||||||||
| 9245 North Meridian Street Suite 3 | Indianapolis | IN | 46260 | PC | To support the 2024 Indiana Conference for Women | $5,000 | ||||
| Indiana Diaper Bank | ||||||||||
| 5303 W 86th Street | Indianapolis | IN | 46268 | PC | To provide support in Diaper Partner Distribution. | $10,000 | ||||
| Indiana Latino Institute Inc | ||||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | PC | To support the 2024 Latino Education Summit | $10,000 | ||||
| Indiana Latino Institute Inc | ||||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | PC | To support the Indiana Latino Institute's 2025 Education Summit. | $12,500 | ||||
| Indiana Philanthropy Alliance | ||||||||||
| 1100 Symphony Centre32 East Washing | Indianapolis | IN | 462043583 | PC | To support the Indiana Philanthropy Alliance's biannual conference. | $5,000 | ||||
| Indiana Repertory Theatre | ||||||||||
| 140 W Washington Street | Indianapolis | IN | 46204 | PC | To support the Indiana Repertory Theatre's 2024/2025 season. | $10,000 | ||||
| Indiana Sports Corporation | ||||||||||
| 201 South Capitol Avenue Suite 1200 | Indianapolis | IN | 46225 | PC | To support the 2024 Indiana Sports Corp Challenge - Youth Grant Program Donation | $1,000 | ||||
| Indiana State Chamber of Commerce Foundation Inc | ||||||||||
| 115 West Washington Street Suite 8 | Indianapolis | IN | 46204 | SO I | To support the 2024 Diversity, Equity & Inclusion Summit | $2,500 | ||||
| Indiana University Health Foundation Inc | ||||||||||
| 1633 North Capitol Avenue | Indianapolis | IN | 46202 | SO I | To support REV 2024. | $6,500 | ||||
| Indiana University Health Foundation Inc | ||||||||||
| 1633 North Capitol Avenue | Indianapolis | IN | 46202 | SO I | To support REV 2025. | $6,500 | ||||
| Indiana University Lilly Family School of Philanthropy | ||||||||||
| 301 University BoulevardUniversity | Indianapolis | IN | 46202 | PC | The June 2025 HEP Conference will gather approximately 50 participants from policy, practice, philanthropy, and scholarship to consider the design principles for the future of the nexus between higher education and philanthropy. | $20,000 | ||||
| Indianapolis Chess Club & Scholastic Center Inc | ||||||||||
| PO Box 40663 | Indianapolis | IN | 46240 | PC | To support Indy Chess' Weekly Chess Night | $3,600 | ||||
| Indianapolis Children's Choir | ||||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | PC | To support the 2024 Sing-A-Thon | $1,000 | ||||
| Indianapolis Downtown Inc | ||||||||||
| 111 Monument Circle Suite 250 | Indianapolis | IN | 46204 | PC | To support the 2024 State of Downtown. | $2,000 | ||||
| Indianapolis Press Club Foundation Inc | ||||||||||
| PO Box 40923 | Indianapolis | IN | 462400923 | PC | To support the 2024 Thomas Keating Competition | $5,000 | ||||
| Indianapolis Professional Association | ||||||||||
| PO Box 20712 | Indianapolis | IN | 46220 | PC | To support IPA's 2024 Spring and Fall Networking Events | $3,500 | ||||
| Indianapolis Zoological Society | ||||||||||
| 1200 West Washington StreetPO Box | Indianapolis | IN | 46222 | PC | To support Zoobilation 2024. | $10,000 | ||||
| Indianapolis Zoological Society | ||||||||||
| 1200 West Washington StreetPO Box | Indianapolis | IN | 46222 | PC | To support the Indianapolis Prize Gala to celebrate the victories of the world's leading animal conservationists. | $6,000 | ||||
| Indianapolis Zoological Society | ||||||||||
| 1200 West Washington StreetPO Box | Indianapolis | IN | 46222 | PC | To support Zoobilation 2025. | $10,000 | ||||
| Indy Black Professionals Inc | ||||||||||
| 6101 North Keystone Ste 100 1423 | Indianapolis | IN | 46220 | PC | To support 3rd Annual AfroBall Indy 2024 | $2,500 | ||||
| Indy Reads | ||||||||||
| 40 East Saint Claire Street | Indianapolis | IN | 46204 | PC | To support The Ruby Slippers Fundraising Breakfast | $10,000 | ||||
| InnoPower Indy Inc | ||||||||||
| 5868 E 71st Suite E-356 | Indianapolis | IN | 46220 | PC | To support the InnoPower Minority Business Week. | $7,500 | ||||
| Innovation for Equity Inc | ||||||||||
| The Gathering Spot 1720 I Street NW | Washington | DC | 20006 | PC | To support Innovation Equity's 2024 HBCU EdTech Summit | $10,000 | Suite 4 | |||
| Institute for College Access and Success The | ||||||||||
| 1300 Clay Street Suite 1020 | Oakland | CA | 94612 | PC | To support TICAS's state policymaker network convening to discuss debt free college. | $25,000 | ||||
| Institute for Higher Education Policy | ||||||||||
| 1615 L Street NW Suite 310 | Washington | DC | 20036 | PC | To support a networking reception for attendees at the Raise the Bar: College Excellence and Equity summit | $5,000 | ||||
| International Center for Journalists Inc | ||||||||||
| 750 17th Street NW Ste 300 | Washington | DC | 20006 | PC | To support a convening with international journalists to design an initiative on college campuses focused on advancing free expression and free press. | $120,000 | ||||
| International Center The | ||||||||||
| One Indiana Square Suite 200 | Indianapolis | IN | 46204 | SO I | To support the 2024 Loving Day Celebration | $2,500 | ||||
| Jack and Jill of American Foundation Inc | ||||||||||
| 1930 17th Street Northwest | Washington | DC | 200096207 | PC | To support the 2024 Mid-Atlantic Region Children's Cluster conference. | $5,000 | ||||
| Jack and Jill of American Foundation Inc | ||||||||||
| 1930 17th Street Northwest | Washington | DC | 200096207 | PC | To support 2024 Fundraising Supporting the College Gap Fund | $5,000 | ||||
| Jed Foundation The | ||||||||||
| 1140 BroadwaySuite 803 | New York | NY | 10001 | PC | To support the JED Foundation's second annual Mental Health Policy Summit. | $10,000 | ||||
| Jefferson State Community College | ||||||||||
| 2601 Carson Road | Birmingham | AL | 35215 | GOV | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| Jobs for the Future Inc | ||||||||||
| 50 Milk Street Floor 17 | Boston | MA | 02109 | PC | To support JFF's Big Blur State Policy Advocacy Action Lab, a pre-meeting at its Pathways to Prosperity Network convening. | $20,000 | ||||
| John N Gardner Institute | ||||||||||
| 123 East Main Street Suite 201A | Brevard | NC | 28712 | PC | To work with Kentucky Council on Postsecondary Education institutions to create and implement five-year plans that transform the foundational postsecondary experience. | $670,000 | ||||
| Johnson C Smith University | ||||||||||
| 100 Beatties Ford Road | Charlotte | NC | 28216 | PC | To build the capacity to serve adult learners at HBCUs. | $125,000 | ||||
| Johnson County Community College | ||||||||||
| 12345 College Blvd | Overland Park | KS | 662101299 | GOV | To develop, pilot, and assess a data collection tool tailored to the needs of Tribal Colleges and Universities (TCUs) | $72,000 | ||||
| Joseph Maley Foundation | ||||||||||
| PO Box 681010 | Indianapolis | IN | 46077 | PC | To Support Disability Awareness Program | $7,500 | ||||
| JSI Research and Training Institute Inc | ||||||||||
| 44 Farnsworth Street | Boston | MA | 022101209 | PC | to provide guidance and support to states on implementing Ability to Benefit | $50,000 | ||||
| La Plaza Inc | ||||||||||
| 8902 East 38th Street | Indianapolis | IN | 46226 | PC | To support Night of the Americas and FIESTA Indianapolis | $10,000 | ||||
| Latino Community Development Corporation | ||||||||||
| 9445 Champton Dr | Indianapolis | IN | 46254 | PC | To support the 2024 Santa Comes to Town event. | $5,000 | ||||
| Latino Policy Forum | ||||||||||
| 180 N Michigan Ave Ste 1250 | Chicago | IL | 60601 | PC | To provide technical assistance to the Latino Policy Forum aligned with Lumina's state policy agenda. | $25,000 | ||||
| Lawyers' Committee for Civil Rights Under Law | ||||||||||
| 1500 K Street NW Suite 900 | Washington | DC | 20005 | PC | To address challenges arising from US Supreme Court rulings prohibiting colleges and universities from considering race as one factor among many in college admissions | $230,000 | ||||
| Leadership Conference Education Fund The | ||||||||||
| 1620 L Street NW 1100 | Washington | DC | 20036 | PC | To convene a coalition of national civil rights partners around advancing racial equity and economic mobility in federal higher education policy | $250,000 | ||||
| Leadership Conference Education Fund The | ||||||||||
| 1620 L Street NW 1100 | Washington | DC | 20036 | PC | To support the We The Majority: Annual Fundraising Reception | $5,000 | ||||
| LIFT Inc | ||||||||||
| 999 N Capitol Street NE Suite 310 | Washington | DC | 20002 | PC | to support the 25th anniversary event of LIFT and advance the organization's economic mobility mission | $10,000 | ||||
| Linked Learning Alliance | ||||||||||
| 730 Harrison Street 4th Floor | San Francisco | CA | 94107 | PC | To evaluate the implementation and progress of the Golden State Pathways Program in California. | $200,000 | ||||
| Little Red Door Cancer Agency The | ||||||||||
| 1801 N Meridian Street | Indianapolis | IN | 46202 | PC | To honor Lisa's retirement from the Foundation. | $5,000 | ||||
| Local Initiatives Support Corporation | ||||||||||
| 202 East Market Street | Indianapolis | IN | 46204 | PC | To support LISC's Building Bridges Award program. | $5,000 | ||||
| Los Angeles Alliance for a New Economy | ||||||||||
| 464 Lucas Avenue | Los Angeles | CA | 90017 | PC | To support the decarbonization efforts of the Los Angeles Unified School District through creation of training and certification pathways in the solar, infrastructure, and EV industries. | $100,000 | ||||
| Louisiana Board of Regents | ||||||||||
| PO Box 3677 | Baton Rouge | LA | 70821 | GOV | To plan for automated admissions for Louisiana's universal transfer pathway students and high school seniors | $300,000 | ||||
| Louisiana Board of Regents | ||||||||||
| PO Box 3677 | Baton Rouge | LA | 70821 | GOV | To support a faculty professional development program to equip faculty with equity-driven pedagogical tools to improve student learning and close equity gaps. | $330,000 | ||||
| Louisiana Board of Regents | ||||||||||
| PO Box 3677 | Baton Rouge | LA | 70821 | GOV | Statutorily required update to funding formula in Louisiana. NCHEMS will be contracted to do the work and Lumina is contributing $25,000 to support the effort. | $25,000 | ||||
| Lyndon Baines Johnson Foundation The | ||||||||||
| 2313 Red River Street | Austin | TX | 78705 | PC | To support the Trust, News & Democracy Conference at the LBJ Library. | $10,000 | ||||
| Madam Walker Legacy Center | ||||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To support the 2024 Legacy Fest | $7,500 | ||||
| Madam Walker Legacy Center | ||||||||||
| 617 Indiana Avenue Suite 320 | Indianapolis | IN | 462023173 | PC | To provide support for educational and artistic programs. | $5,000 | ||||
| Martha's Table Inc | ||||||||||
| 2375 Elvans Road SE | Washington | DC | 20020 | PC | To provide general operating support. | $5,000 | ||||
| Maryland Higher Education Commission | ||||||||||
| 6 North Liberty Street | Baltimore | MD | 21201 | PC | To support The Maryland Higher Education Commission's statewide strategic planning. | $70,000 | ||||
| Mass Ave Cultural Arts District | ||||||||||
| 576 E Vermont Street | Indianapolis | IN | 46202 | PC | To support the Mass Ave Adopt-A-Flowerbed Program | $5,000 | ||||
| Media Impact Funders Inc | ||||||||||
| 200 W Washington Square Suite 220 | Philadelphia | PA | 19106 | PC | To support the 2025 and 2026 Media Impact Forum and Journalism Funders Network conferences. | $100,000 | ||||
| Media Impact Funders Inc | ||||||||||
| 200 W Washington Square Suite 220 | Philadelphia | PA | 19106 | PC | To support an executive search for a network that advances the work of media funders. | $50,000 | ||||
| Memorial Community Development Corporation | ||||||||||
| 645 Connie Robinson Way | Evansville | IN | 47713 | PC | To provide general operating support for Our Times, a Black community newspaper in Evansville, Indiana. | $210,000 | ||||
| Mentoring Women's Network Foundation | ||||||||||
| 8425 Woodfield Crossing Blvd 100 | Indianapolis | IN | 46240 | PC | To support the 2024 "Pass The Mic" event. | $1,500 | ||||
| Metropolitan Indianapolis Public Media | ||||||||||
| 1630 North Meridian Street Suite 2 | Indianapolis | IN | 462021437 | PC | To provide 2024 sponsorship support to WFYI Public Media. | $20,000 | ||||
| Metropolitan Indianapolis Public Media | ||||||||||
| 1630 North Meridian Street Suite 2 | Indianapolis | IN | 462021437 | PC | In honor of John Strauss retirement from Lumina. | $500 | ||||
| Metropolitan Indianapolis Public Media | ||||||||||
| 1630 North Meridian Street Suite 2 | Indianapolis | IN | 462021437 | PC | To support the WFYI LIVE 2025 | $20,000 | ||||
| Metropolitan State University of Denver | ||||||||||
| PO Box 173362 | Denver | CO | 802173362 | GOV | To support the 2024 Colorado HSI Summit. | $20,000 | ||||
| Miami University | ||||||||||
| 501 E High St | Oxford | OH | 450563493 | PC | To implement a faculty professional development intervention to promote innovation and equity in redesigning programs, courses, and learning environments. | $300,000 | ||||
| Michelson 20MM Foundation Inc | ||||||||||
| 555 W 5th Street 35th Floor | Los Angeles | CA | 90013 | POF | to advance equity and systemic change for student parents in California. | $25,000 | ||||
| Michigan Colleges Alliance | ||||||||||
| 26555 Evergreen Road Suite 1055 | Southfield | MI | 48076 | PC | To support the 2024 Mackinac Roundtable on Talent convening. | $7,500 | ||||
| Michigan Community College Foundation | ||||||||||
| 110 W Michigan Ave Suite 650 | Lansing | MI | 48933 | PC | To support the organization Education for All in facilitating professional development across a broad range of community colleges across states. | $50,000 | ||||
| Michigan State University | ||||||||||
| 429 Auditorium Road Room 360 | East Lansing | MI | 48824 | GOV | To support research on trusted messengers for local news in Indiana. | $140,000 | ||||
| Milk Bank Inc The | ||||||||||
| 5060 E 62nd Street Suite 128 | Indianapolis | IN | 46220 | PC | To provide general operating support. | $10,000 | ||||
| Minnesota Education Equity Partnership | ||||||||||
| 2233 University Ave W Suite 220 | St Paul | MN | 55114 | PC | To support MNEEP's efforts to provide education about state-level policies that increase equitable postsecondary attainment. | $100,000 | ||||
| Mission Investors Exchange | ||||||||||
| 107 Spring Street | Seattle | WA | 981041005 | PC | Biennial convening for impact investors in philanthropy | $35,000 | ||||
| Mississippi Alliance of Independent Colleges and Universities | ||||||||||
| 200 S Capitol Stree | Clinton | MS | 39056 | PC | To support the Mississippi Alliance of Independent Colleges in hosting their annual Mississippi Alliance of Colleges and Universities convening. | $5,000 | ||||
| Missouri Department of Higher Education & Workforce Development | ||||||||||
| 301 W High Street Suite 860 | Jefferson City | MO | 65101 | GOV | To support Missouri's statewide talent summit: 50 Years of Talent Development in Missouri - Looking Back to Move Ahead | $10,000 | ||||
| Mitch Daniels Leadership Foundation | ||||||||||
| 880 Monon Green Blvd Suite 101 | Carmel | IN | 46032 | PC | To support the MDLF Daniel's Prize Awards Gala. | $5,000 | ||||
| Modern Language Association of America | ||||||||||
| 85 Broad Street | New York | NY | 100042434 | PC | To support the Modern Language Association's 2024 Summer Seminar. | $5,000 | ||||
| Mount Moriah Missionary Baptist Church | ||||||||||
| 2349-51 North Keystone Way | Indianapolis | IN | 46218 | PC | To support the 16th Annual Jeremiah Williams Domestic Violence Awareness Program and Walk | $2,500 | ||||
| Myfuturenc Inc | ||||||||||
| 301 N WILMINGTON ST | Raleigh | NC | 27601 | PC | To support the North Carolina Financial Aid Summit. | $10,000 | ||||
| NAFSA Association of International Educators | ||||||||||
| 1425 K Street NW | Washington | DC | 20005 | PC | To support membership in the Global Partnership Program | $4,500 | ||||
| Naptown African American Theatre Collective Inc | ||||||||||
| PO Box 44495 | Indianapolis | IN | 46244 | PC | To support the 2024-2025 season production of Judy's Life's Work. | $5,000 | ||||
| National Academy of Sciences | ||||||||||
| 500 5th Street NW 11th Floor | Washington | DC | 20001 | PC | To support a workshop to further explore the role of higher education in advancing climate action | $5,000 | ||||
| National Association of Black Journalists | ||||||||||
| 8701-A Adelphi Road | Hyattsville | MD | 207837101 | PC | To support Lumina's NABJ panel session on the value of higher education. | $25,000 | ||||
| National Association of Diversity Officers in Higher Education | ||||||||||
| 2455 E Sunrise Blvd Suite 816 | Fort Lauderdale | FL | 33304 | PC | To support the Student Voices Forum of NADOHE's 2024 Annual Conference. | $25,000 | ||||
| National Association of System Heads | ||||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | PC | To support the 2024 National Association of Higher Education Systems (NASH) Superconvening: Systemness at Scale in Washington, D.C. | $5,000 | ||||
| National Black Caucus of State Legislators | ||||||||||
| 444 North Capitol Street Northwest | Washington | DC | 20001 | PC | To support the The National Black Caucus of State Legislator's 48th annual convening. | $10,000 | ||||
| National Center for Civic Innovation Inc | ||||||||||
| 121 Avenue of the Americas 6th Flo | New York | NY | 10013 | PC | To support a convening for a full-day working session with all organizational partners and contributors to the Higher Ed Immigration Portal Partner meeting to review and finalize the portal redesign. | $15,000 | ||||
| National Center for Civic Innovation Inc | ||||||||||
| 121 Avenue of the Americas 6th Flo | New York | NY | 10013 | PC | To support the Policy Strategy Session on Higher Education and Immigration (March 2025) and SUCCESS Convening (September 2025) | $140,000 | ||||
| National Center for Higher Education Management Systems | ||||||||||
| 3035 Center Green Drive Suite 150 | Boulder | CO | 80301 | PC | To support technical assistance in Wisconsin aligned with Lumina's state policy agenda. | $10,000 | ||||
| National College Attainment Network | ||||||||||
| 800 17th St NW Suite 630 | Washington | DC | 20006 | PC | To support NCAN's national digital communications campaign to increase FAFSA completion rates | $100,000 | ||||
| National Council for Workforce Education | ||||||||||
| 122 Calistoga Road 257 | Santa Rosa | CA | 95409 | PC | To support a pre-conference session gathering community college leaders to discuss workforce education trends and best practices. | $20,000 | ||||
| National Fund for Workforce Solutions | ||||||||||
| 1250 Connecticut Ave NW suite 200 | Washington | DC | 20036 | PC | To support National Fund for Workforce Solution's biannual conference, SHIFT. | $5,000 | ||||
| National Student Legal Defense Network | ||||||||||
| 1701 Rhode Island Ave NW | Washington | DC | 20036 | PC | To support policy analysis and advocacy addressing reverse redlining and basic needs insecurity in higher education. | $200,000 | ||||
| Native Americans In Philanthropy | ||||||||||
| 1140 3rd Street NE 2nd Floor | Washington | DC | 20002 | PC | To support the 2024 Native Americans in Philanthropy Annual Conference. | $5,000 | ||||
| NCCC Foundation Inc | ||||||||||
| 3111 Saunders Settlement Road | Sanborn | NY | 14132 | PC | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| New America Foundation | ||||||||||
| 740 15th Street Northwest Suite 90 | Washington | DC | 20005 | PC | To support the final in-person meeting of the 15 Workforce Transformation Cohort colleges. | $30,000 | ||||
| New England Commission of Higher Education | ||||||||||
| 301 Edgewater Place Suite 210 | Wakefield | MA | 01880 | PC | To build on the work of the Lumina-funded NECHE Taskforce on Non-Credit Credential Recognition by piloting the use of a new Non-Credit quality assurance framework at 4-6 member and non-member institutions. | $150,000 | ||||
| New School The | ||||||||||
| 53 West 13th Street | New York | NY | 10011 | PC | To support a design challenge around how community colleges in the South can become local news hubs. | $100,000 | ||||
| New Venture Fund | ||||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | To support efforts of the Census Equity Initiative encouraging people to complete the American Community Survey. | $150,000 | ||||
| New Venture Fund | ||||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | The purpose of the event is to get funders ready for Census 2030. | $15,000 | ||||
| Nextech Org Inc | ||||||||||
| 615 N Alabama St Ste 300 | Indianapolis | IN | 46204 | SO I | To support the Navigate Virtual Conference 2025 | $5,000 | ||||
| North Carolina Independent Colleges & Universities | ||||||||||
| 530 N Blount Street | Raleigh | NC | 27604 | PC | To enhance institutional and faculty engagement in North Carolina independent colleges and community colleges aligning with the development of a new transfer technology. | $50,000 | ||||
| Northern Arizona University Foundation | ||||||||||
| PO Box 4094Building 10 Old Main | Flagstaff | AZ | 86011 | PC | To expand Northern Arizona University's universal admissions program to nine Arizona community college districts | $750,000 | ||||
| Ocean County College | ||||||||||
| 1 College Dr | Toms River | NJ | 08754 | PC | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| Office of Research Administration | ||||||||||
| 201 North Rose Avenue | Bloomington | IN | 47405 | PC | To leverage existing and future data from the NSSE Career & Workforce Preparation topical module. | $100,000 | ||||
| Ohlone Community College District | ||||||||||
| 43600 Mission Blvd | Fremont | CA | 94139 | PC | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| One World Education | ||||||||||
| 1800 KENYON ST NW | Washington | DC | 20010 | PC | To support three One World Education hosted events: the Graduation Celebration, the Fall One World Challenge, and the Spring One World Challenge. | $5,000 | ||||
| Open Campus Media Inc | ||||||||||
| One Thomas Circle NW 700 | Washington DC | IN | 20005 | PC | To support in-depth coverage of race and equity in higher education, and higher education coverage in Indiana. | $275,000 | ||||
| Openlands | ||||||||||
| 25 E Washington St Ste 1650 | Chicago | IL | 60602 | PC | To provide general support. | $28,000 | ||||
| Organisation for Economic Cooperation and Development | ||||||||||
| GOV | To identify international best practices in how collaboration between higher ed institutions, cities, and regions can support sustainable development goals. | $265,000 | 2 rue Andre-Pascal | PARIS | FR | |||||
| OutCare Health Inc | ||||||||||
| 7050 Wildridge Dr | Indianapolis | IN | 46256 | PC | To support OutCare Health's LGBTQ+ Initiatives | $2,500 | ||||
| Outreach Inc | ||||||||||
| PO Box 11416 | Indianapolis | IN | 46201 | PC | To support the 2024 Walking for Dreams event. | $2,500 | ||||
| Owens Community College Foundation | ||||||||||
| 30335 Oregon Rd | Perrysburg | OH | 43551 | PC | to support the execution of the college's marketing and digital outreach strategy | $50,000 | ||||
| Partnership for College Completion | ||||||||||
| 200 S Michigan Avenue Suite 1410 | Chicago | IL | 60604 | PC | To support community engagement and strategic communications related to equitable higher education policy in Illinois. | $175,000 | ||||
| PAVE Inc | ||||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | PC | To support the 2024 PAVE Parent Power Awards | $5,000 | ||||
| PEN America | ||||||||||
| 588 Broadway Suite 303 | New York | NY | 10012 | PC | To support the 2024 PEN America Freedom to Learn Summit in Washington, D.C. | $3,000 | ||||
| PEN America | ||||||||||
| 588 Broadway Suite 303 | New York | NY | 10012 | PC | To develop resources to support free speech in higher education | $100,000 | ||||
| Postsecondary National Policy Institute | ||||||||||
| 1828 L Street NW Suite 300-E c/o Ne | Washington | DC | 20036 | SO I | To support extending PNPI's Summer Policy Institute to Washington, DC interns. | $6,000 | w Venture Fund | |||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Avenue 5th Floo | Cambridge | MA | 02138 | PC | To help journalists understand and use research on higher education topics through The Journalist's Resource. | $100,000 | ||||
| Project on Predatory Student Lending Inc | ||||||||||
| 769 Centre Street STE 166 | Jamaica Plain | MA | 02130 | PC | To support the Project on Predatory Student Lending in building infrastructure to harness student borrower clients' voices. | $200,000 | ||||
| Propel Education Forum of Mississippi Inc | ||||||||||
| PO Box 23276 | Jackson | MS | 392253276 | PC | To support Mississippi's state policy retreat. | $10,000 | ||||
| Public Radio Exchange | ||||||||||
| 15 South 5th St Suite 1020 PRX | Minneapolis | MN | 55402 | PC | To support coverage of immigrants seeking education and training after high school. | $400,000 | ||||
| QA Commons Inc | ||||||||||
| 702 McCorkle Avenue | St Helena | CA | 94574 | PC | To help history faculty and their students better understand workplace opportunities and expectations and better articulate the value that history graduates bring to the rapidly evolving world of work | $24,000 | ||||
| Regents of the University of California - Davis | ||||||||||
| Office of Research Sponsored Progra | Davis | CA | 95618 | PC | To map community college enrollment patterns and course offerings in California. | $130,000 | 1850 Research Park Drive Suite 300 | |||
| Regents of the University of California - Merced | ||||||||||
| 5200 North Lake Road | Merced | CA | 95343 | PC | To conduct an analysis of student family wealth and existing Pell awards towards the development of the framework of a supplemental, wealth-based Pell Grant | $300,000 | ||||
| Regents of the University of California The | ||||||||||
| Office of the PresidentResearch Pol | Oakland | CA | 946075200 | PC | To support four research and leadership convenings in 2024 for UC-Davis. | $40,000 | ||||
| Research for Action | ||||||||||
| 100 South Broad Street Suite 700 | Philadelphia | PA | 19110 | PC | To conduct research and evaluation on Lumina's Great Admissions Redesign Challenge grantees. | $550,000 | ||||
| Research Foundation of CUNY | ||||||||||
| 230 West 41st Street 7th Floor | New York | NY | 10036 | PC | To support professional development of CUNY four-year and two-year college faculty on the ethical use of AI and the development of open educational resources for using AI in the classroom. | $200,000 | ||||
| Rutgers The State University of New Jersey | ||||||||||
| Office of Research and Sponsored Pr | New Brunswick | NJ | 089018554 | PC | To support sustainability efforts of the Non-degree Credentials Research Network (NCRN) | $350,000 | 57 US Highway 1 | |||
| Rutgers The State University of New Jersey | ||||||||||
| Office of Research and Sponsored Pr | New Brunswick | NJ | 089018554 | PC | To support a series of blogs on the value and quality of short-term credentials. | $50,000 | 57 US Highway 1 | |||
| Sagamore Institute Inc | ||||||||||
| 1630 North Meridian StreetSuite 450 | Indianapolis | IN | 46202 | PC | To support Purposeful Design's 10 Year Anniversary Celebration. | $20,000 | ||||
| School on Wheels (SOW) | ||||||||||
| 2955 N Meridian Street Suite 250 | Indianapolis | IN | 46208 | PC | To support the Inspire Brighter fundraiser. | $10,000 | ||||
| Schott Foundation for Public Education The | ||||||||||
| One Mifflin Place Suite 400 | Cambridge | MA | 02138 | PC | To provide operating support for the next iteration of the Executives' Alliance for Boys and Men of Color. | $250,000 | ||||
| Second Helpings Inc | ||||||||||
| 1121 Southeastern Avenue | Indianapolis | IN | 46202 | PC | To provide general operating support for Hunger Relief program. | $10,000 | ||||
| Shared Ascent Fund | ||||||||||
| 400 Capitol Mall Suite 2150 | Sacramento | CA | 95814 | PC | To support Student Borrower Protection Center's (a fiscal project of Shared Ascent Fund) in convening an inaugural cohort of 14 cities across the country working to strengthen knowledge and capacity for tackling the student debt crisis at the local level. | $10,000 | ||||
| Shaw University | ||||||||||
| 118 East South Street | Raleigh | NC | 27601 | PC | To build the capacity to serve adult learners at HBCUs. | $125,000 | ||||
| Shepherd Community Inc | ||||||||||
| 4107 East Washington Street | Indianapolis | IN | 46201 | PC | To provide support for 2025 programming. | $10,000 | ||||
| Six Sigma Racial Equity Institute Inc | ||||||||||
| 9783 E 116th St 167 | Fishers | IN | 46037 | PC | To support the third program cohort of the Six Sigma Racial Equity Institute. | $25,000 | ||||
| Sketchy Mutts and Underdogs Inc | ||||||||||
| 773 Ketcham Street | Indianapolis | IN | 46222 | PC | To support the Community Outreach Programs (Haughville Neighborhood) | $5,000 | ||||
| Society for College and University Planning | ||||||||||
| 1330 Eisenhower Place | Ann Arbor | MI | 48108 | PC | To support the 2024 Society for College and University Planning annual conference | $5,000 | ||||
| SOME Inc | ||||||||||
| 71 O Street NW | Washington | DC | 20001 | PC | To provide general operating support. | $10,000 | ||||
| Southeastern University Inc | ||||||||||
| 1000 Longfellow Blvd | Lakeland | FL | 33801 | PC | To support the Third Way Civics (3WC)/American Center for Public Leadership (ACPL) workshop in Lakeland, FL. | $8,000 | ||||
| Southern Association for Institutional Research | ||||||||||
| 7345 Ox Bow Circle | Tallahassee | FL | 32312 | PC | To support the 2024 Southern Association for Institutional Research annual conference | $1,250 | ||||
| St Vincent Hospital Foundation Inc | ||||||||||
| 8402 Harcourt Road Suite 210 | Indianapolis | IN | 46260 | PC | To support the 2024 Peyton Manning Children's Hospital Celebration of Caring Gala | $6,500 | ||||
| STAR Scholars Network | ||||||||||
| PO Box 374 | Perry Hall | MD | 21128 | PC | Support the launch of the The First in the Family (Transformative Journeys): Voices of Racial Justice and Equity from MSIs and HBCUs | $70,000 | ||||
| State Higher Education Executive Officers | ||||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To support a meeting for principals in the CLDE Multistate Collaborative | $40,000 | ||||
| State Higher Education Executive Officers | ||||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | SHEEO's July 15-17, 2024 Annual Meeting and for SHEEO's Aug 5-8, 2024 Policy Conference, sponsored at $15,000 each. | $30,000 | ||||
| State Higher Education Executive Officers | ||||||||||
| 3035 Center Green Drive Suite 100 | Boulder | CO | 80301 | PC | To build capacity among SHEEOs to advance equitable policy agendas. | $250,000 | ||||
| Stetson University Inc | ||||||||||
| 1401 61st Street South | Gulfport | FL | 33707 | PC | To support the 46th Annual National Conference on Law and Higher Education. | $2,500 | ||||
| Steve Fund The | ||||||||||
| PO Box 9070 | Providence | RI | 02940 | PC | To poll students about their perceptions of campus climate and the impact on their mental health. | $156,800 | ||||
| Steward Speakers Inc | ||||||||||
| PO Box 88104 | Indianapolis | IN | 46208 | PC | To support the 2024 Steward Speakers Annual Gala | $3,500 | ||||
| Student Borrower Protection Center | ||||||||||
| 1025 Connecticut Ave NW Ste 717 | Washington | DC | 200365439 | PC | To conduct an analysis of companies that facilitate low-quality, high-cost education and training and a study exploring the implication of student loan debt on perceptions of the value of higher education. | $200,000 | ||||
| SUNY Impact Foundation Inc | ||||||||||
| 116 East 55th Street | New York | NY | 10022 | PC | To support the SUNY system in implementing the ASAP | ACE model with 10 institutions. | $425,000 | ||||
| Survivors and Advocates for Empowerment Inc | ||||||||||
| PO Box 7412 | Washington | DC | 20044 | PC | To support the Domestic Violence Crisis Intervention Services. | $5,000 | ||||
| Sustainable Pittsburgh | ||||||||||
| 307 Fourth Avenue Suite 700 | Pittsburgh | PA | 15222 | PC | To support convenings of a multi-sector working group on clean energy training programs in southwest Pennsylvania | $20,000 | ||||
| Swipe Out Hunger | ||||||||||
| 440 North Barranca Ave 6117 | Covina | CA | 91723 | PC | To support a Swipe Out Hunger convening announcing the launch of their new organizational theory of change and advocacy strategy. | $7,500 | ||||
| TCC Gives Inc | ||||||||||
| 10300 Kincaid Drive Suite 203 | Fishers | IN | 46037 | PC | To support the 7th Annual More Than a Tailgate event. | $2,500 | ||||
| Teachers College of Columbia University | ||||||||||
| Box 174525 West 120th Street439 Tho | New York | NY | 100276696 | PC | To support an internship fund in the name of a Hechinger Report journalist who died in a fire. | $10,000 | ||||
| Teachers Treasures Inc | ||||||||||
| 1800 East 10th Street | Indianapolis | IN | 46201 | PC | To support the 2024 Circle City Donut Dash. | $5,000 | ||||
| TeenWorks Inc | ||||||||||
| 2820 North Meridian St Suite 1250 | Indianapolis | IN | 46208 | PC | To support the TeenWorks Alumni Services Program | $5,000 | ||||
| Televerde Foundation Inc | ||||||||||
| 4636 E University Drive | Phoenix | AZ | 85034 | PC | To provide general support for the Indiana Women's Prison Project. | $5,000 | ||||
| Temple University - of The Commonwealth System of Higher Education | ||||||||||
| 1805 N Broad Street | Philadephia | PA | 191226104 | PC | To publish and disseminate a "first look" brief and a "Today's Students" newsletter. | $40,000 | ||||
| Tennessee Board of Regents | ||||||||||
| 1 Bridgestone Park 3rd Floor | Nashville | TN | 37214 | PC | to build capacity to digitally engage adult learners in support of participation. | $100,000 | ||||
| Texas Higher Education Foundation | ||||||||||
| 1801 Congress Ave | Austin | TX | 78701 | PC | To develop direct admissions pathways for Texas students using the state's official college & career readiness platform | $250,000 | ||||
| Texas Higher Education Foundation | ||||||||||
| 1801 Congress Ave | Austin | TX | 78701 | PC | To support the The Texas Higher Education Coordinating Board in hosting their annual The CB Higher Edge convening. | $20,000 | ||||
| Texas Higher Education Foundation | ||||||||||
| 1801 Congress Ave | Austin | TX | 78701 | PC | To support the PSEO Coalition Summit | $15,000 | ||||
| The Community Foundation for Greater Atlanta Inc | ||||||||||
| 3247 Blackstone Run | Lawrenceville | GA | 30043 | PC | To support The Pivot Fund's effort to invest in BIPOC-led community news through funding, capacity building, training, and collaboration. | $100,000 | ||||
| The Indianapolis Foundation Inc | ||||||||||
| 615 North Alabama Street Suite 300 | Indianapolis | IN | 46204 | PC | To support The Indianapolis Foundation's Center for Racial Equity and Economic Opportunity initiative. | $100,000 | ||||
| The RP Group | ||||||||||
| 369-B Third Street 397 | San Rafael | CA | 94901 | PC | To further disseminate the research coming out from the African American Tipping Point Research | $20,000 | ||||
| The RP Group | ||||||||||
| 369-B Third Street 397 | San Rafael | CA | 94901 | PC | To support the RPGroup's implementation of an equity-centered strategic plan. | $80,000 | ||||
| The Third Way Foundation Inc | ||||||||||
| 1919 M ST NW Suite 300 | Washington | DC | 20036 | PC | To assess the true costs of developing and offering short-term workforce development programs at community colleges and evaluate the implications of these costs for school administrators. | $745,000 | ||||
| Third Way Institute | ||||||||||
| 1025 Connecticut Avenue NorthwestSu | Washington | DC | 20036 | PC | To support the Higher Ed Alliance's planning meetings | $7,500 | ||||
| Trellis Strategies | ||||||||||
| PO Box 83100 | Round Rock | TX | 78683 | PC | To develop solutions for improving college participation and student success among transportation-challenged students at community colleges. | $174,800 | ||||
| Trustees of Indiana University The | ||||||||||
| P O Box 1847 | Bloomington | IN | 474021847 | PC | To support the NSSE reception at the ACPA Annual Conference in Chicago. | $4,000 | ||||
| Trustees of Indiana University The | ||||||||||
| P O Box 1847 | Bloomington | IN | 474021847 | PC | To support the Preparing Future Faculty Pathways Conference at IU-Indy. | $2,500 | ||||
| Trustees of the California State University | ||||||||||
| 401 Golden Shore Fifth Floor | Long Beach | CA | 908024210 | PC | To automate admissions to the CSU system through California's official K-12 college & career readiness platform | $750,000 | ||||
| UnidosUS | ||||||||||
| 1126 16th St NW Suite 600 | Washington | DC | 20036 | PC | To support research, policy analysis, and non-partisan advocacy in support of efforts to increase postsecondary attainment and quality for Latino students in postsecondary education. | $300,000 | ||||
| United Nations Educational Scientific and Cultural Organization | ||||||||||
| GOV | Produce a series of case studies from across the globe of innovative approaches to promote employability and lifelong learning from HEIs, governments, employers or a combination of them | $90,000 | 7 Place de Fontenoy | PARIS | FR | |||||
| United Negro College Fund | ||||||||||
| 3737 North Meridian Street Suite 5 | Indianapolis | IN | 46208 | PC | To support the 2024 UNCF Masked Ball. | $7,500 | ||||
| United Negro College Fund | ||||||||||
| 8260 Willow Oaks Corporate DrivePO | Fairfax | VA | 220318044 | PC | To support the UNCF UNITE Conference | $15,000 | ||||
| University of Maryland | ||||||||||
| 4300 Terrapin Trail Room 4101 Chesa | College Park | MD | 20742 | PC | A two-day convening to support advancing educational equity and the future of higher education. | $20,000 | peake Building | |||
| University of Notre Dame | ||||||||||
| Finance Office1100 Grace Hall | Notre Dame | IN | 465565612 | PC | In honor of the retirement of John Strauss. | $1,000 | ||||
| University of South Florida Foundation Inc | ||||||||||
| Sam Martha Gibbons Alumni Center4 | Tampa | FL | 336208000 | PC | To support the Florida College Access Network's 2024 Talent Strong Florida Summit in Orlando, FL | $3,500 | ||||
| University of Southern California | ||||||||||
| Department of Contracts and Grants8 | Los Angeles | CA | 900891147 | PC | To support a site visit identifying how collaboration between higher ed institutions, cities, and regions can support sustainable development goals. | $24,000 | ||||
| University of Vermont and State Agricultural College Foundation Inc | ||||||||||
| 411 Main Street | Burlington | VT | 05401 | PC | To support the expansion of SUNY's student reporting programs that bolster local news coverage. | $150,000 | ||||
| Upwardly Global | ||||||||||
| 505 8th Avenue Suite 1100 | New York | NY | 10018 | PC | This event is to convene community college and community partner stakeholders to address the needs and opportunities for immigrant and refuge students. | $10,000 | ||||
| Urban Institute The | ||||||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | To support the development of a set of community impact measures that demonstrate community colleges' social value | $150,000 | ||||
| USNA Parents Club of Indiana | ||||||||||
| 1306 East 82nd Street | Indianapolis | IN | 46240 | PC | To support the 2024 Indiana All Academy Ball | $2,500 | ||||
| UVA School of Education and Human Development Foundation Inc The | ||||||||||
| 417 Emmet Street South PO Box 40027 | Charlottesville | VA | 229044076 | PC | To support a speaker series at the University of Virginia | $25,000 | 6 | |||
| Vassar College | ||||||||||
| 124 Raymond Avenue Box 12 | Poughkeepsie | NY | 12604 | PC | To support The Educational Summit, Lessons from Positive Outliers: Uncovering Practices in College Completion | $4,500 | ||||
| Veterans Education Success | ||||||||||
| 1501 K Street NW Suite 200 | Washington | DC | 20005 | PC | To support the fly-in with student veterans hosted by Veterans Education Success | $10,000 | ||||
| VIP Consortium Inc | ||||||||||
| 1075 Peachtree St NE Suite 6 57 | Atlanta | GA | 303094883 | PC | To further the efforts of the Vertically Integrated Projects (VIP) Consortium of postsecondary institutions seeking to enhance student employability. | $330,000 | ||||
| Volare | ||||||||||
| 6955 Willow St NW 501 | Washington DC | DC | 20012 | PC | To support the Network for Victim Recovery of DC's 13th Annual Benefit | $2,500 | ||||
| WASC Senior College and University Commission | ||||||||||
| 985 Atlantic Avenue Suite 100 | Alameda | CA | 94501 | PC | To convene regional accreditation agencies and policy experts to discuss issues and considerations related to the accreditation system | $9,000 | ||||
| Washington Monthly Institute Inc | ||||||||||
| 1200 18th Street NW Suite 330 | Washington | DC | 20036 | PC | To support independent, policy-oriented journalism about issues vital to creating a better-educated country. | $650,000 | ||||
| Washington Monthly Institute Inc | ||||||||||
| 1200 18th Street NW Suite 330 | Washington | DC | 20036 | PC | To support research on public policy solutions for local news sustainability. | $150,000 | ||||
| Washington Student Achievement Council | ||||||||||
| 917 Lakeridge Way SW PO Box 43430 | Olympia | WA | 985043430 | PC | To plan for a proactive admissions process that ties in financial aid eligibility | $150,000 | ||||
| Washington Student Achievement Council | ||||||||||
| 917 Lakeridge Way SW PO Box 43430 | Olympia | WA | 985043430 | PC | To conduct research around the narrative surrounding higher education and its benefits and deliver new messaging to target audiences | $250,000 | ||||
| West Virginia Higher Education Policy Commission | ||||||||||
| 1018 Kanawha Boulevard East Suite | Charleston | WV | 25301 | GOV | To provide technical assistance to West Virginia aligned to Lumina's state policy agenda. | $25,000 | ||||
| Wheeler Mission Ministries | ||||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | PC | To provide general support towards ending Homelessness and Hunger | $10,000 | ||||
| Winston-Salem State University | ||||||||||
| 601 South Martin Luther King Jr Dr | WinstonSalem | NC | 27110 | GOV | To build the capacity to serve adult learners at HBCUs. | $125,000 | ||||
| Young Invincibles | ||||||||||
| 1025 Connecticut Avenue NW Suite | Washington | DC | 200365405 | PC | To support Young Invincibles' 15th Anniversary Celebration | $15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,030,680 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Georgetown University | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37th O Streets Northwest Box 571168 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 303012668 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To strengthen the alignment of postsecondary education and workforce via research and technical assistance. | GrantOrContributionPurposeTxt |
| Amt | $900,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $250,827 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $338,582 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,919,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,765,063 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,469,206 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $690,808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,103,645 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,330,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,433,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (6 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| AICPA | ||
| 1a(1) | $1,658 | organizational membership dues |
| American Payroll Institute Inc | ||
| 1a(1) | $580 | organizational membership dues |
| Chartered Alt Investment Analyst Association | ||
| 1a(1) | $350 | organizational membership dues |
| Indiana CPA Society (INCPAS) | ||
| 1a(1) | $1,799 | organizational membership dues |
| Mass Ave Business and Merchants Association | ||
| 1a(1) | $1,000 | organizational membership dues |
| Visit Indy | ||
| 1a(1) | $5,000 | organizational membership dues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $231,164 | Amt |
| Net Investment Income | $28,886 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $330,318 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DEPRECIATION EXPENSE- COMPUTER EQUIPMENT | $684,161 | $61,369 | $0 |
| DEPLETION | $0 | $47,277 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Brighthive | ||||||||||
| 20 West Kinzie | Chicago | IL | 60654 | 2019-12-23 | $500,000 | Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | NO INTERIM REPORTS DUE | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Brighthive | ||||||||||
| 20 West Kinzie | Chicago | IL | 60654 | 2018-11-19 | $999,995 | Software product that enables multi-party data networks between education providers, employers, government agencies and learners. | $999,995 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | NO INTERIM REPORTS DUE | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Care Academy | ||||||||||
| 281 Summer Street | Boston | MA | 02210 | 2017-08-09 | $500,000 | High quality training for in-home caregivers | $500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Care Academy | ||||||||||
| 281 Summer Street | Boston | MA | 02210 | 2018-10-25 | $250,000 | High quality training for in-home caregivers. | $250,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Cell-Ed | ||||||||||
| 855 El Camino Real Suite 13A-212 | Palo Alto | CA | 94301 | 2018-06-01 | $1,000,000 | Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. | $1,000,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Cell-ed | ||||||||||
| 855 El Camino Real Suite 13A-212 | Palo Alto | CA | 94301 | 2019-12-20 | $375,000 | Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. | $375,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| College Consortium Inc | ||||||||||
| 210 Barton Springs Rd Suite 100 | Austin | TX | 78704 | 2019-12-19 | $1,000,000 | On-line course sharing among college networks. | $1,000,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| College Consortium Inc | ||||||||||
| 210 Barton Springs Rd Suite 100 | Austin | TX | 78704 | 2021-02-12 | $300,000 | On-line course sharing among college networks. | $300,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Edquity | ||||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2019-04-25 | $200,000 | Platform providing financial tools and resources to support post-secondary completion rates. | $200,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Edquity | ||||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2020-11-03 | $300,000 | Platform providing financial tools and resources to support post-secondary completion rates. | $300,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Edquity | ||||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2021-10-30 | $500,000 | Platform providing financial tools and resources to support postsecondary completion rates. | $500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Edquity | ||||||||||
| 125 Court St Apt 3NH | Brooklyn | NY | 11201 | 2024-01-02 | $1,000,000 | Platform providing financial tools and resources to support postsecondary completion rates. | $1,000,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| EduNav | ||||||||||
| 11215 Mount Crest Place | Cupertino | CA | 95014 | 2019-09-01 | $1,500,000 | Interim reports received and/or attended meetings: 2/26/2024; 3/4/2024 | $1,500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EduNav was purchased in March 2024 and the Program Related Investment was exited. |
| EduNav | ||||||||||
| 11215 Mount Crest Place | Cupertino | CA | 95014 | 2020-12-22 | $100,000 | Interim reports received and/or attended meetings: 2/26/2024; 3/4/2024 | $100,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EduNav was purchased in March 2024 and the Program Related Investment was exited. |
| Edvisorly | ||||||||||
| 5630 Venice Blvd Suite 1020 | Los Angeles | CA | 90019 | 2022-12-16 | $500,000 | Software platform connects students with 2YR and 4YR partners for degree completion. | $500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | 2/26/2024; 3/4/2024. EduNav was purchased in March 2024 and the PRI was exited. | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Mentor Collective | ||||||||||
| 294 Washington St Suite 607 | Boston | MA | 02108 | 2019-08-28 | $999,999 | Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. | $999,999 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | 2/26/2024; 3/4/2024. EduNav was purchased in March 2024 and the PRI was exited. | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Mentor Collective | ||||||||||
| 294 Washington St Suite 607 | Boston | MA | 02108 | 2020-11-24 | $250,000 | Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. | $250,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Savi Solutions | ||||||||||
| 1015 15th St NW Suite 600 | Washington | DC | 20005 | 2023-06-28 | $500,000 | Technology that makes it easier to navigate the complex landscape of student loan forgiveness and repayment. | $500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Upswing | ||||||||||
| 44 East Avenue Suite 200 | Austin | TX | 78701 | 2017-07-06 | $750,000 | Technology focused on improving student success through mentoring, advising and tutoring | $750,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Upswing | ||||||||||
| 44 East Avenue Suite 200 | Austin | TX | 78701 | 2018-11-19 | $500,000 | Technology focused on improving student success through mentoring, advising and tutoring | $500,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings:4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Upswing | ||||||||||
| 44 East Avenue Suite 200 | Austin | TX | 78701 | 2020-12-29 | $340,000 | Technology focused on improving student success through mentoring, advising and tutoring | $340,000 | TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED | Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024 | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VARIOUS ASSETS | AssetDesc |
| How Acquired | P | HowAcquiredTxt |
| Gross Sales Price | $632,611,000 | GrossSalesPriceAmt |
| Basis | $559,376,731 | BasisAmt |
| Basis Method | FMV | BasisMethodTxt |
| Total Net | $73,234,269 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $43,280,520 | EOYBookValueAmt |
| EOYFMV | $43,280,520 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $355,320,885 | EOYBookValueAmt |
| EOYFMV | $355,320,885 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,996,200 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,996,200 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,049,157,377 | BookValueAmt |
| EOYFMV | $1,049,157,377 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $1,355,813 | $289,733 | $1,066,080 | $1,066,080 |
| LEASEHOLD IMPROVEMENTS | $3,726,003 | $328,508 | $3,397,495 | $3,397,495 |
| OTHER ASSETS | $980,055 | $413,448 | $566,607 | $566,607 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $319,881 | LegalFeesAmt |
| Disbursements Charitable Prps | $416,121 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $22,746,639 | $19,474,878 | $19,474,878 |
| CHARITABLE REMAINDER TRUST | $730,011 | $676,438 | $676,438 |
| OTHER ASSETS | $1,809,456 | $863,537 | $863,537 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $2,264,964 | $6,687,691 | $6,687,691 |
| INVESTMENT PROCEEDS RECEIVABLE | $39,446,354 | $14,539,569 | $14,539,569 |
| CIP/WIP | $1,452,165 | $0 | $0 |
| ACCRUED PENSION | $460,386 | $2,307,654 | $2,307,654 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT LOSS | $231,866,834 |
| CHANGE IN VALUE - CHARITABLE REMAINDER TRUST | $53,573 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM DEVELOPMENT | $12,666,589 | $12,925,751 | |
| RECRUTING/STAFF DEVELOPMENT | $477,051 | $477,051 | |
| COMMUNICATIONS/TECHNOLOGY | $805,603 | $805,603 | |
| DUES | $453,495 | $411,572 | $37,605 |
| OTHER MISCELLANEOUS EXPENSE | $286,683 | $286,683 | |
| INSURANCE EXPENSE | $145,996 | $145,996 | |
| OFFICE EXPENSE | $230,978 | $230,978 | |
| SPONSORSHIPS | $25,000 | $25,000 | |
| OTHER EXPENSES FROM K-1'S | $10,780,035 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INVESTMENT INCOME/LOSS | $5,749 | $5,749 |
| TOTAL OF OTHER INCOME LISTED ON K-1'S | $11,757,603 | |
| GRANT REFUNDS | $685,059 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAIN | Desc |
| Amt | $306,932,554 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $2,496,821 | BOYBookValueAmt |
| EOY Book Value | $8,931,668 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $2,966,480 | $2,692,705 | |
| VARIOUS OTHER PROFESSIONAL/CONSULTING FEES | $1,593,870 | $1,760,854 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FOREIGN TAXES PAID ON K-1'S | $293,929 | |
| TAX EXPENSE | $2,318,588 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIA Alpha LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 Main St | AddressLine1Txt |
| City | Peapack | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079770131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260648552 | EIN |
| Desc | 99% ownership interest in partnership | Desc |
| Amt | $0 | Amt |