Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Lumina Foundation for Education Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)30 S Meridian St Suite 700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

35-1813228
B Telephone number (see instructions)

(317) 951-5300
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,602,580,672J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,534,380 16,874,546  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 166,346,314
b Gross sales price for all assets on line 6a 1,121,833,000
7 Capital gain net income (from Part IV, line 2)... 136,050,691
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 60,877 13,221,648 0
12 Total. Add lines 1 through 11........ 177,941,571 166,146,885 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,972,484 229,485   3,716,648
14 Other employee salaries and wages...... 6,283,348 347,758   5,876,725
15 Pension plans, employee benefits....... 990,002 197,417   2,870,975
16a Legal fees (attach schedule)......... Click to see attachment 535,540 234,228 0 268,545
b Accounting fees (attach schedule)....... Click to see attachment 171,419 9,501 0 119,993
c Other professional fees (attach schedule).... Click to see attachment 7,799,586 6,080,031 0 1,043,121
17 Interest............... 100,000     60,000
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,436,737 316,644 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 365,743 135,077 0
20 Occupancy.............. 700,433 62,829   570,530
21 Travel, conferences, and meetings....... 158,718 763   144,729
22 Printing and publications.......... 752,275     712,833
23 Other expenses (attach schedule)....... Click to see attachment 10,096,354 9,433,964 0 9,426,159
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,362,639 17,047,697 0 24,810,258
25 Contributions, gifts, grants paid....... 60,472,693 57,692,958
26 Total expenses and disbursements. Add lines 24 and 25 96,835,332 17,047,697 0 82,503,216
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 81,106,239
b Net investment income (if negative, enter -0-) 149,099,188
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 33,112,912 25,429,281 25,429,281
3 Accounts receivable bullet384,301
Less: allowance for doubtful accounts bullet   578,011 384,301 384,301
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 938,035 580,059 580,059
10a Investments—U.S. and state government obligations (attach schedule) 73,028,021 Click to see attachment28,479,859 28,479,859
b Investments—corporate stock (attach schedule)....... 540,078,787 Click to see attachment582,616,280 582,616,280
c Investments—corporate bonds (attach schedule)....... 58,785,888 Click to see attachment43,730,143 43,730,143
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 642,319,522 Click to see attachment892,484,158 892,484,158
14 Land, buildings, and equipment: basis bullet7,530,562
Less: accumulated depreciation (attach schedule) bullet7,234,161 620,225 Click to see attachment296,401 296,401
15 Other assets (describe bullet) Click to see attachment67,296,690 Click to see attachment28,580,190 Click to see attachment28,580,190
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,416,758,091 1,602,580,672 1,602,580,672
Liabilities 17 Accounts payable and accrued expenses.......... 12,998,840 15,428,713
18 Grants payable................. 1,346,804 4,082,113
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 14,345,644 19,510,826
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,402,412,447 1,583,069,846
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,402,412,447 1,583,069,846
30 Total liabilities and net assets/fund balances (see instructions). 1,416,758,091 1,602,580,672
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,402,412,447
2
Enter amount from Part I, line 27a .....................
2
81,106,239
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
438,887,451
4
Add lines 1, 2, and 3 ..........................
4
1,922,406,137
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
339,336,291
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,583,069,846
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a TOTAL PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS FROM K-1'S P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,121,833,000   1,064,167,089 57,665,911
b 78,384,780     78,384,780
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 57,665,911
b     0 78,384,780
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 136,050,691
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,072,479
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,072,479
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,093,049
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,093,049
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,020,570
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet250,000 RefundedBullet 11 770,570
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, CO, CT, DC, FL, GA, AL, HI, IL, IN, MD, MA, MN, MS, MO, NM, NY, NC, ND, AZ, SC, TN, VA, AR, WI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.LUMINAFOUNDATION.ORG
    14
    The books are in care ofbulletJulie K Shewmaker Telephone no.bullet (317) 951-5300

    Located atbullet30 S Meridian St Suite 700IndianapolisIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Joseph Boateng Director
    2.000     		34,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Matt Breitfelder Director
    2.000     		34,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Joe Castro Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Justin Christian Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Kathy Davis Director
    2.000     		45,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Matthew Goldberg Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Austan Goolsbee Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Allan Hubbard Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    F Joseph Loughrey Director
    0.000     		7,077 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Alisa Miller Director
    2.000     		34,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Christine Pambianchi Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    William Serrata Director
    1.000     		21,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Belle Wheelan Director
    1.000     		7,077 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    David Wilson Director
    1.000     		28,000 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Mark Yudof Director
    1.000     		7,077 0 0
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Jamie Merisotis President;CEO
    40.000     		913,733 142,257 1,800
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Holiday McKiernan Exec VP; COO; General Counsel; Secretary
    40.000     		523,556 162,788 2,256
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Danette Howard Sr VP and Chief Strategy Officer
    40.000     		400,465 94,883 2,070
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Brad Kelsheimer VP for Fin and Invest.; CFO; Treasurer
    40.000     		398,153 132,173 1,800
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Courtney Brown VP of Strategic Impact
    40.000     		323,456 146,950 2,256
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Debra Humphreys VP of Strategic Engagement
    40.000     		257,727 96,854 2,256
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Chauncy Lennon VP for the Future of Learning and Work
    40.000     		299,679 114,765 1,800
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Timothy Robinson VP of Administration and Partnerships
    40.000     		216,068 109,142 2,778
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Haley Glover Strategy Director
    40.000     		194,923 74,829 2,284
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Christa Velasquez Dir Lumina I.V.
    40.000     		198,711 45,300 100
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Shelley Lloyd Dir of HR & Fac
    40.000     		193,256 100,593 2,404
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Kevin Corcoran Strategy Director
    40.000     		200,369 106,843 2,698
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Julie Shewmaker AVP for Fin & acct
    40.000     		189,637 75,082 2,164
    30 S Meridian
    Suite 700
    Indianapolis,IN46204
    Total number of other employees paid over $50,000...................bullet 55
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CornerStone Partners Investment consulting and advisory services 5,934,990
    675 Jefferson Parkway
    Charlottesville,VA22911
    HCM Strategists LLC Support Lumina's state policy agenda 1,343,861
    501 Congress Ave
    Suite 257
    Austin,TX78701
    VOX Global Communication service provider 655,183
    PO Box 771733
    St Louis,MO63177
    Kite Washington LLC Rental property manager 555,758
    30 S MERIDIAN ST 1100
    INDIANAPOLIS,IN46204
    Morgan Lewis Bokius LLC Legal services provider 403,947
    1111 Pennsylvania Ave NW
    Washington,DC20004
    Total number of others receiving over $50,000 for professional services.............bullet76
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Technical Assistance: The Foundation provides technical assistance based on nonpartisan research and analyses to stakeholders in the field of post-secondary education, as well as to policymakers who are tasked with developing policy options related to increasing attainment. Foundation executives and staff regularly provide technical advice and assistance about critical issues such as the state of access to education beyond high school, the range of programs that have been initiated to increase such access, and efforts to enhance the likelihood of student success. This includes providing briefings and testimony at the request of policymakers on matters within the Foundation's expertise. The Foundation uses nonpartisan research and analyses to provide background and educational information on a wide array of issues affecting post-secondary education. 9,259,198
    2 Research and Publications: The Foundation conducts substantial nonpartisan research and analyses on issues affecting post-secondary education and makes this research widely available at no charge. The Foundation released its benchmark report, "A Stronger Nation: Learning beyond high school builds American talent," as an online data visualization tool. This report, based on federal data, offers a compelling case for the need to dramatically increase the share of Americans with workforce certificates, college degrees, and other high-quality post-secondary credentials. The tool, which was widely shared through media pitching and social media outreach, offers state-by-state analyses of the education levels of each state's residents, highlighting the work that must be done to achieve educational attainment of 60 percent. The Foundation released two issues of Focus magazine, a publication which highlights significant issues facing post-secondary education. 4,060,504
    3 Conferences and Convenings: The Foundation convenes post-secondary education leaders, policymakers, researchers, and others who are influential and actively involved in efforts to expand access to and success in post-secondary education, particularly among difficult-to-reach populations such as students of color, adults who delay their pursuit of education beyond high school, first-generation students, and students from low-income families. These convenings are focused on bringing together stakeholders around a range of topics with the objectives of learning, building, sharing, and acting. Topics covered range from overcoming barriers to post-secondary education to increasing rates of persistence and completion among students who enroll in college or other post-secondary programs. 1,285,003
    4 Philanthropy: The Foundation actively supports the philanthropic sector as well as organizations involved in the field of post-secondary education. Foundation executives and employees are active with philanthropic organizations in Indianapolis, where the Foundation is headquartered, and in the vicinity of the District of Columbia, where it has a satellite office. Foundation executives and staff members also serve on the boards of local, national and international charitable organizations. For example, the Foundation's president and CEO serves on the board of Ditchley Foundation in the United Kingdom, as past chairman and trustee emeritus of the Council on Foundations, and the Central Indiana Corporate Partnership. Other Lumina staff serve on boards such as The National Survey of Student Engagement, Indy Chamber, DePauw University and the Indiana University Lilly Family School of Philanthropy. 1,173,128
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 College Consortium, Inc. (Acadeum): On-line course sharing amoung college networks. 300,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet300,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,476,456,973
    b
    Average of monthly cash balances.......................
    1b
    23,289,750
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,260,761
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,501,007,484
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,501,007,484
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    22,515,112
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,478,492,372
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    73,924,619
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    73,924,619
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,072,479
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,072,479
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    71,852,140
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    611,145
    5
    Add lines 3 and 4............................
    5
    72,463,285
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    72,463,285
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 72,463,285
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 17,160,656
    b From 2017...... 13,147,668
    c From 2018...... 21,044,755
    d From 2019...... 30,158,428
    e From 2020...... 10,587,827
    f Total of lines 3a through e ........ 92,099,334
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 82,845,134
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 72,463,285
    e Remaining amount distributed out of corpus 10,381,849
    5 Excess distributions carryover applied to 2021.   0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 102,481,183
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		17,160,656
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		85,320,527
    10 Analysis of line 9:
    a Excess from 2017.... 13,147,668
    b Excess from 2018.... 21,044,755
    c Excess from 2019.... 30,158,428
    d Excess from 2020.... 10,587,827
    e Excess from 2021.... 10,381,849
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Program Office New Inquiry
    Lumina Foundation for Education
    PO Box 1806
    Indianapolis,IN462061806
    OC
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    UNSOLICITED INQUIRIES RECEIVED BY THE END OF SEPTEMBER FOR THE YEAR 2021
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Century Foundation Inc The
    One Whitehall Street 15th Floor
    New York,NY10004     		  EOF To support the second cohort of Next100 policy entrepreneurs and share lessons with other policy organizations 225,000
    Century Foundation Inc The
    One Whitehall Street 15th Floor
    New York,NY10004     		  EOF To support work on federal higher education financing policies to better serve low-income students and students of color. 300,000
    Century Foundation Inc The
    One Whitehall Street 15th Floor
    New York,NY10004     		  EOF To expand current Industry and Inclusion cohort to include at least eight new community college-led partnerships in expanding manufacturing credentialing and employment opportunities for workers of color. 745,000
    American Legion The
    700 N Pennsylvania St
    Indianapolis,IN46204     		  NC To generate advice and guidance to Department of Defense, industry, and academia on lowering credentialing barriers for veterans and servicemembers through continued American Legion programs and initiatives align military and civilian credentials. 100,000
    Ohio State University The
    203 Bricker Hall190 North Oval Mall
    Columbus,OH43215     		  NC To support the Mary Jane's Legacy Project. 250,000
    Trustees of Indiana University The
    PO Box 1847
    Bloomington,IN47402     		  PC To support the I.U. Network Science Institute's plan to develop network mapping and visualization tools to advance Lumina's Human Network Design strategy. 175,000
    Trustees of Indiana University The
    PO Box 1847
    Bloomington,IN47402     		  PC To support the IUPUI School of Education's Education for Liberation program. 250,000
    University of North Carolina System
    PO Box 2688 910 Raleigh Road
    Chapel Hill,NC27514     		  PC To increase university capacity to serve adult learners and increase adult learner enrollment within the UNC System 400,000
    Association of Chamber of Commerce Executives Foundation
    1330 Braddock Place Suite 300
    Alexandria,VA22314     		  PC To support up to eight partnerships between local or regional chambers of commerce and community colleges to expand employment aligned credential attainment for adults of color. 1,297,826
    National Student Clearinghouse Research Center
    2300 Dulles Station Boulevard Suite
    220
    Herndon,VA20171     		  PC To improve the quality and process by which student data from industry credentialing bodies is matched to create a single learner record. 500,000
    National Student Clearinghouse Research Center
    2300 Dulles Station Boulevard Suite
    220
    Herndon,VA20171     		  PC To better understand the re-enrollment, perseverance and credentials earned by students with some college, but no credential. 1,000,000
    University of Texas System The
    210 W 7th Street
    Austin,TX78701     		  PC To redesign student pathways to ensure equity. 400,000
    Minnesota State System
    30 East 7th Street Suite 350
    St Paul,MN55101     		  PC To support the development of Strategic Enrollment Management Plans at up to 15 Minnesota State Community Colleges. 418,000
    National Conference of State Legislatures
    7700 East First Place
    Denver,CO80230     		  NC To advance Lumina's state policy agenda among state legislators. 200,000
    A Bigger Vision Films a Project of Child Advocates
    7035 Doral N Dr Suite G
    Indianapolis,IN46240     		  PC To support the film production of "Old Whitle Man Gets Woke," the story of Dan Wakefield, who reported on race relations in the segregated South during the fifities and sixties. 100,000
    Bard Prison Initiative Bard College
    30 Campus Road PO Box 5000
    AnnandaleonHudson,NY125045000     		  PC To support the development, implementation and scaling strategy of Bard Prison Initiative MicroColleges. 100,000
    Colorado Department of Higher Education
    1600 Broadway Suite 2200
    Denver,CO80202     		  NC To support the Colorado Department of Higher Education's Equity Champions Coalition 125,000
    Connecticut State Colleges and Universities board of Trustees
    61 Woodland Street
    Hartford,CT06105     		  NC To perform an "adult learner policy audit" and build infrastructure to address costs beyond tuition for adults 91,300
    Dorothy A Johnson Center for Phil & Nonprof Leade
    201 Front Ave SW Suite 200
    Grand Rapids,MI49401     		  PC To provide operational support to expand the student pipeline into the philanthropic sector. 100,000
    Education Strategy Group
    4716 Drummond Avenue
    Chevy Chase,MD20815     		  NC To lead the coordination and technical advisory capacity of the state Credential As You Go network 1,300,000
    Elizabeth City State University
    1704 Weeksville Rd
    Elizabeth City,NC27909     		  NC To build HBCU institutional capacity to serve Black adult learners. 100,000
    Fayetteville State University
    1200 Murchison Road
    Fayetteville,NC28301     		  PC To build HBCU institutional capacity to serve Black adult learners. 100,000
    Independent Sector
    1602 L Street NorthwestSuite 900
    Washington,DC20036     		  PC To support the creation of a durable partnership between the non-profit sector and the White House. 300,000
    North Carolina Community Colleges System Office
    200 W Jones Street
    Raleigh,NC27603     		  PC To support North Carolina Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 400,000
    Ohio Department of Higher Education
    25 South Front Street
    Columbus,OH43215     		  PC To support Ohio's efforts to articulate high-quality industry recognized credentials that benefit learners of color into academic pathways aligned with Lumina's state policy agenda. 350,000
    Open Campus Media Inc Institute for Nonprofit News
    One Thomas Circle NW 700
    Washington DC,CA90015     		  PC To support the journalism of a national reporter writing about racial equity in higher education. 325,000
    PBS NewsHour Productions
    3939 Campbell Avenue
    Arlington,VA22206     		  PC To support public television news broadcast segments related to the nation's need for increased educational attainment after high school.. 625,000
    Urban Institute The
    500 LEnfant Plaza SW
    Washington,DC20024     		  PC To support Urban Institute's research on designing grant aid to reduce racial and ethnic inequalities 115,000
    Virginia Community College System
    300 Arboretum Place Suite 200
    Richmond,VA23236     		  PC To support Virginia Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 400,000
    Virginia Community College System
    300 Arboretum Place Suite 200
    Richmond,VA23236     		  PC To create a pipeline into careers in construction and infrastructure through a combination of higher education and workforce training. 400,000
    Winston-Salem State University
    601 South Martin Luther King Jr Dr
    WinstonSalem,NC27110     		  PC To build HBCU institutional capacity to serve Black adult learners. 100,000
    Achieving the Dream Inc
    8403 Colesville Road Suite 450
    Silver Spring,MD20910     		  PC To accelerate change and develop participation proof points in the field through direct investment in institutions. 707,800
    American Council on Education
    One Dupont Circle NW
    Washington,DC200361193     		  PC To enable ACE to transform their CREDIT transcripts for work-based and military learning to use competencies and create digital learner records. 400
    American University
    4400 Massachusetts Avenue NW
    Washington,DC20016     		  PC To design tools for the higher education sector that provide pedagogical, policy, and victim-centered responses to rising hate and polarization. 120,000
    Aspen Institute The
    2300 N Street NW Suite 700
    Washington,DC20037     		  PC To pilot new policies, practices and programs that support the success of students of color who are also parents at MSIs. 350,000
    Association of American Colleges and Universities
    1818 R Street Northwest
    Washington,DC20009     		  PC To advance evidence on the efficacy of civic and community-based engagement in higher education 210,000
    Association of American Colleges and Universities
    1818 R Street Northwest
    Washington,DC20009     		  PC To support the Association of American Colleges and Universities' Truth, Racial Healing and Transformation Centers. 400,000
    Association of Public and Land-grant Universities
    1220 L Street NW Suite 1000
    Washington,DC20005     		  PC To support development of navigation/recruitment strategies and comprehensive student success pathways for adults of color pursuing BA degrees. 818,000
    Complete College America
    350 Massachusetts Ave Suite 300
    Indianapolis,IN46204     		  PC Create a HBCC/PBCC network and provide technical assistance to implement credentials to associates pathways and related policy guidance. 1,000,000
    Complete College America
    350 Massachusetts Ave Suite 300
    Indianapolis,IN46204     		  PC To conduct research to determine which student success reforms benefit adult learners of color most 124,700
    Complete College America
    350 Massachusetts Ave Suite 300
    Indianapolis,IN46204     		  PC To work with Kentucky's CPE to implement comprehensive pathways that align with students' career goals and integrate career competencies and experiential activities in degrees. 550,000
    Council on Foundations
    2121 Crystal Dr Suite 700
    Arlington,VA22202     		  PC To provide strategic operational support for personnel and programmatic efforts. 100,000
    Education Writers Association
    3516 Connecticut Ave NW
    Washington,DC20008     		  PC To support journalism training that supports informed, independent, authoritative coverage of higher learning issues. 650,000
    Excelencia in Education Inc
    1156 15th Street NW Suite 1001
    Washington,DC20005     		  PC To support the advancement and scale of the Seal of Excelencia. 150,000
    Georgetown University
    37th O Streets Northwest
    Washington,DC20057     		  PC Add valuable empirical context around equity in postsecondary education and the economic value of degrees and credentials. 2,000,000
    Higher Learning Advocates
    1001 Connecticut Avenue NW Suite 71
    0
    Washington,DC20006     		  PC To support the general operations of Higher Learning Advocates 500,000
    Investigative Reporters and Editors
    138 Neff Annex
    Columbia,MO65211     		  PC To support investigative training for students and faculty members at minority-serving institutions. 160,000
    Ivy Tech Foundation
    50 West Fall Creek Parkway North Dr
    ive
    Indianapolis,IN46208     		  PC To support participation through the development of actionable strategic enrollment management plans at Ivy-Tech Indianapolis Campus. 200,000
    NALEO Educational Fund
    1122 West Washington Boulevard Thir
    d Floor
    Los Angeles,CA90015     		  PC To support NALEO Education Fund's policymaker education and professional development on postsecondary education, talent development, and equitable attainment for Latino elected/appointed officials. 175,000
    Purdue University
    403 West Wood Street
    West Lafayette,IN47907     		  PC To deploy Herman Rubin's charitable donation by supporting an intensive one week, one credit math skills development and enrichment program for rising high school sophomores during the summer session. 250,000
    Research Foundation of State University of New York
    PO Box 9
    Albany,NY12246     		  PC To support community colleges in the State University of New York system participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 600,000
    Research Foundation of State University of New York
    PO Box 9
    Albany,NY12246     		  PC To support the development of Strategic Enrollment Management plans at the 30 SUNY Community Colleges. (Connected to AACRAO grant) 900,000
    United Negro College Fund
    8260 Willow Oaks Corporate DrivePO
    Box 10444
    Fairfax,VA22031     		  PC To conduct an implementation evaluation of the scaling student success HBCU initiative 289,700
    US Chamber of Commerce Foundation
    1615 H Street Northwest
    Washington,DC20062     		  PC To support two statewide Talent Pipeline Management Academies with community college partners. 1,500,000
    Alabama Possible
    PO Box 55058
    Birmingham,AL35255     		  PC To support Alabama Possible 125,000
    American Association of Collegiate Registrars and Admissions Officers
    1108 16th Street NW Suite 400
    Washington,DC20036     		  PC To study transcript and registration hold practices and potential remedies to promote re-enrollment and completion 200,000
    American Association of Collegiate Registrars and Admissions Officers
    1108 16th Street NW Suite 400
    Washington,DC20036     		  PC To assist state community college systems in developing strategic enrollment management plans. 1,450,000
    American Ditchley Foundation
    31 West 34th Street 7th Floor 7010
    New York,NY10016     		  PC To continue to develop the transatlantic Ditchley-Lumina partnership, with a focus on education, the renewal of democracies, and climate action 395,000
    American Institutes for Research
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To research adult-friendly educational and training models that support participation among adults of color 500,000
    Behavioral Ideas Lab Inc
    80 Broad Street 30th Floor
    New York,NY10004     		  PC To apply behavioral interventions aimed at increasing adult enrollment in bachelor's programs 494,000
    Behavioral Ideas Lab Inc
    80 Broad Street 30th Floor
    New York,NY10004     		  PC To help community colleges address behavioral design in their participation design work. (Linked to Participation Design RFP project) 517,000
    Brennan Center for Justice
    120 Broadway Suite 1750
    New York,NY10271     		  PC To relaunch the Fellows Program to support a public better prepared to participate in civic life 300,000
    California State University Foundation
    401 Golden Shore
    Long Beach,CA90802     		  PC To digitize degree pathways and implement faculty dashboards in the CSU system. 650,000
    Cambridge in America
    PO Box 9123 JAF BLG
    New York,NY10087     		  PC To support the Universal Ownership Summit and the development of an open course on sustainable finance 120,000
    Capital B News Inc
    511 58th Street Apt B
    Brooklyn,NY11220     		  PC To support Capital B, a local and national nonprofit news organization. 300,000
    Center for American Progress
    1333 H Street Northwest Suite 100E
    Washington,DC20005     		  PC To support research, policy analysis and nonpartisan advocacy in support of efforts to increase postsecondary attainment and quality, especially among low-income and adult students 330,000
    Center for Law and Social Policy
    1310 L Street NW Suite 900
    Washington,DC20036     		  PC To support state and federal policy on addressing non-tuition costs, equity, and affordability 150,000
    Center for Regional Economic Competitiveness
    1550 Wilson Blvd Suite 600
    Arlington,VA22209     		  PC To increase the capacity of the public Labor Market Information system to provide relevant sub-state and skills occupational projection data for education and training providers. 350,000
    Chalkbeat Inc
    1288 Coney Island Avenue 300434
    Brooklyn,NY10001     		  PC To support Chalkbeat's higher education coverage in Colorado and Indiana. 350,000
    Colorado Community College System Foundation The
    9101 E Lowry Boulevard
    Denver,CO80230     		  PC To support Colorado community colleges participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 800,000
    Colorado Mountain College Foundation Inc
    802 Grand Avenue
    Glenwood Springs,CO81601     		  PC To support the expansion of Dual Mission colleges. 100,000
    Community College Research Center
    Box 174 525 W 120th Street
    New York,NY10027     		  PC Identify state funding strategies that support student success for working adult learners of color. 200,000
    Data Quality Campaign Inc
    1341 G St NW Suite 700
    Washington,DC20005     		  PC To build internal expertise and educate state and national partners on policies needed to move the needle on quality postsecondary and workforce data further, faster. 300,000
    EdSource
    436 14th Street Suite 1005
    Oakland,CA94612     		  PC To support coverage of higher education issues in California. 350,000
    Education Trust Inc The
    592 Tenth St NW
    Atlanta,GA30318     		  PC To support Ed Trust in providing technical assistance to a cohort states implementing the Ed Trust Equity Policy Audit framework 450,000
    Equal Measure
    520 Walnut Street Suite 1450
    Philadelphia,PA19106     		  PC To serve as the implementation evaluation partner for the comprehensive participation design initiative 474,800
    Flanner House of Indianapolis Inc
    2424 Dr MLK Jr Street
    Indianapolis,IN46208     		  PC To support the Flanner House of Indianapolis Community Mental Health Center. 200,000
    Foundation for California Community Colleges
    1102 Q Street Suite 4800
    Sacramento,CA95811     		  PC To support California Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 1,000,000
    Foundation for California Community Colleges
    1102 Q Street Suite 4800
    Sacramento,CA95814     		  PC To support participation through the development of actionable strategic enrollment management plans at 10-20 California Community Colleges. (Connected to AACRAO grant) 653,700
    Foundation for California Community Colleges
    1102 Q Street Suite 4800
    Sacramento,CA95814     		  PC To build on existing partnerships between California community colleges, the California Workforce Development Board, and the State Building & Construction Trades Council to improve community college outcomes for High Road Construction Careers participants. 1,000,000
    Fundacion Comunitaria de Puerto Rico
    PO Box 70362
    San Juan,PR00936     		  PC To support the REBIA initiative designed to combat racism and inequities in Afro-LatinX communities in Latin America and the U.S. 200,000
    George Washington Institute of Public Policy
    805 21st Street NorthwestSuite 625
    Washington,DC20052     		  PC To expand, improve and manage the Non-degree Credentials Research Network(NCRN). 250,000
    Georgia State University Foundation
    PO Box 2668
    Atlanta,GA30301     		  PC To support the National Institute for Student Success. 275,000
    Goodwill Foundation of Central and Southern Indiana Inc
    1635 W Michigan Street
    Indianapolis,IN46222     		  PC To support Goodwill's collobaration with Cook Medical Group to bring employment, housing and food security to the residents living in the near-eastside of Indianapolis. 250,000
    Hechinger Institute on Education and the Media
    475 Riverside Drive Suite 650
    New York,NY100276696     		  PC To produce, publish, and broker publication of in-depth national education stories about the need for more people to receive education and training beyond high school. 850,000
    Highlander Research & Education Center Inc
    1959 Highlander Way
    Maryville,TN37802     		  PC To support the Highlander Research and Education Center's efforts to work with people in Appalachia and the South through popular education, language justice, participatory research, cultural work and intergenerational organizing. 400,000
    HOPE Center for College Community and Justice - Temple University
    1301 Cecil B Moore Avenue Ritter An
    nex
    Philadephia,PA191226027     		  PC To improve cost of attendance estimates and student need calculations 150,000
    HOPE Center for College Community and Justice - Temple University
    1301 Cecil B Moore Avenue Ritter An
    nex
    Philadephia,PA19122     		  PC To build capacity in federal higher education policy related to student basic needs 400,000
    Institute for College Access and Success The
    1212 Broadway Suite 1100
    Oakland,CA94612     		  PC To develop and advance policy proposals to strengthen the federal-state partnership on higher education. 350,000
    Ithaka SR
    101 Greenwich Street 18th FL
    New York,NY10006     		  PC To pilot a 'stranded credits clearinghouse' in at least one state 350,000
    James B Hunt Jr Institute for Edu Leadership and Policy Fdn
    4000 Centergreen Way Suite 301
    Cary,NC27713     		  PC To support state leaders to gain awareness of and to address structural racism in funding and policy. 300,000
    Jeremiah Program
    615 1st Avenue Northeast Suite 210
    Minneapolis,MN55413     		  PC To support the Jeremiah Program to advance racial justice for single mother student families. 50,000
    Jobs for the Future Inc
    50 Milk Street Floor 17
    Boston,MA02110     		  PC To make federal policymakers aware of solutions to increase attainment for adults, particularly those without prior postsecondary experience 350,000
    Jobs to Move America
    525 South Hewitt Street
    Los Angeles,CA90013     		  PC To develop a partnership between employers, community colleges, HBCUs, and other stakeholders that creates new job opportunities in green manufacturing through community benefits agreements. 400,000
    Johnson C Smith University
    100 Beatties Ford Road
    Charlotte,NC28216     		  PC To build HBCU institutional capacity to serve Black adult learners. 100,000
    Maryland Center at Bowie State University Inc The
    14000 Jericho Park Rd
    Bowie,MD20715     		  PC To provide operational support in the exploration of a philanthropic degree progam at Bowie State University. 100,000
    MDRC
    200 Vesey Street 23rd Floor
    New York,NY10016     		  PC To conduct an implementation study of SUCCESS 500,000
    Mid-States Minority Supplier Development Council
    2126 N Meridian Street
    Indianapolis,IN46202     		  PC To support MSDC's Accelerate 100+ training program that focuses on the growth and development of Black-owned business owners. 175,000
    Migration Policy Institute
    1400 16th Street NW Ste 300
    Washington,DC20036     		  PC To provide data and promising practices that can be used to increase credential attainment of first and second-generation immigrants. 281,000
    Multiplier
    548 Market St PMB 81178
    San Francisco,CA94104     		  PC To support the launch of the All We Can Save Project's learning and education work 500,000
    NAACP Legal Defense Fund
    40 Rector Street 5th Fl
    New York,NY10006     		  PC To support the NAACP Legal and Educational Defense Fund 300,000
    National College Advising Corps Inc
    301 W Barbee Chapel Road Suite 210
    Chapel Hill,NC27517     		  PC To support production of "The Class," a documentary series that follows a racially diverse group of students near Oakland as they prep for college. 150,000
    National Fund for Workforce Solutions
    1730 Rhode Island Ave NW Suite 712
    Washington,DC20036     		  PC To strengthen community college engagement in five regional workforce collaboratives with a goal of increasing credential attainment for workers of color and women by 10 percent over current baseline. 799,657
    National Legal Aid and Defender Association
    1901 Pennsylvania Ave NW Suite 500
    Washington,DC20006     		  PC To support the Black Public Defender Association. 300,000
    National Skills Coalition
    1250 Connecticut Avenue Northwest
    Washington,DC20036     		  PC To support state efforts to 1) expand financial assistance for adult learners participating in community college workforce programs; and 2) expand SNAP E&T partnerships between community college systems and state human service agencies. 1,300,000
    National Student Legal Defense Network
    1015 15th Street NW Suite 600
    Washington,DC20005     		  PC To develop new legal policy research and proposals to promote equity and accountability. 300,000
    New America Foundation
    740 15th Street Northwest Suite 900
    Washington,DC20005     		  PC To build a school of thinkers and actors advancing new political economy and community wealth building paradigms 300,000
    New America Foundation
    740 15th Street Northwest Suite 900
    Washington,DC20005     		  PC To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students 725,000
    New York University (Marron Institute)
    370 Jay Street 12th Floor
    Brooklyn,NY11201     		  PC To support a book on the crumbling American promise to provide college opportunity for all, regardless of family income, and the need for ambitious, next-stage solutions. 145,000
    Office of Comm College Research and Leadership - UI
    51 Gerty Drive
    Champaign,IL61820     		  PC To support a network of states implementing credential as you go models with equity conscious practices for adults of color. 1,000,000
    Public Agenda Inc
    1 Dock 72 Way
    Brooklyn,NY11205     		  PC To support an effort to find hidden common ground among the American public on education and training after high school. 250,000
    Regents of the University of California - Davis
    Office of Research Sponsored Progra
    ms
    Davis,CA95618     		  PC To research participation trends in California Community Colleges. 375,000
    Regents of the University of California - Irvine
    Office of Research
    Irvine,CA92697     		  PC To explore noncredit course and program taking, completion and labor market outcomes in the Virginia Community College System. 230,000
    Research for Action
    100 South Broad Street Suite 700
    Philadelphia,PA19110     		  PC To conduct research to understand state and system responses to Coronavirus-related displaced workers 575,000
    Rockefeller Philanthropy Advisors Inc
    6 West 48th Street 10th Floor
    New York,NY10036     		  PC To support the Prioritizing Adult Community College Enrollment initiative for community college participation. 1,562,500
    Seattle Foundation The
    1601 Fifth Avenue Suite 1900
    Seattle,WA98101     		  PC To support the Equitable Evaluation Initiative. 250,000
    Second Nature Inc
    18 Tremont Street Suite 608
    Boston,MA02108     		  PC To produce new models related to climate literacy, innovation, and new solutions to global challenges. 282,000
    Seventh Generation Fund for Indigenous Peoples Inc
    PO Box 4569
    Arcata,CA95518     		  PC To support the Seventh Generation Fund for Indigenous Peoples. 250,000
    Shaw University
    118 East South Street
    Raleigh,NC27601     		  PC To build HBCU institutional capacity to serve Black adult learners. 100,000
    St Louis Regional Public Media Inc
    3655 Olive St
    St Louis,MO63108     		  PC To explore through community engagement how adults pursue short-term credentials and to produce relevant, independent journalism on this topic. 249,700
    Student Organizing Inc
    294 Washington St Ste 500
    Boston,MA02108     		  PC To support Student PIRG state and federal advocacy efforts 250,000
    The Common Application Inc
    3003 Washington Blvd Suite 1000
    Arlington,VA22201     		  PC To support Common App. 175,000
    The Conversation US Inc
    89 South Street Ste 202
    Boston,MA02111     		  PC To position higher education researchers to share their expertise related to increasing attainment with mainstream audiences. 365,000
    Trustees of Boston University
    881 Commonwealth Avenue
    Boston,MA02215     		  PC To support Boston University Center for Antiracist Research 500,000
    Trustees of Tufts College
    163 Packard Ave Barnum Hall
    Medford,MA02155     		  PC To produce a conceptual framework and related research on educating for a strong, inclusive democracy 105,000
    UnidosUS
    1126 16th St NW
    Washington,DC20036     		  PC To develop and launch a communications campaign centered on today's Latino/Hispanic students 450,000
    Veterans Education Success
    4708 Essex Ave
    Chevy Chase,MD20815     		  PC To support engagement with Department of Education negotiated rulemaking. 200,000
    WASC Senior College and University Commission
    985 Atlantic Avenue Suite 100
    Alameda,CA94501     		  PC To promote postsecondary student success and build accreditors' capacity to achieve accountability and quality improvement goals. 245,000
    Young Invincibles
    1201 Connecticut Avenue NW Suite 60
    0
    Washington,DC20036     		  PC To elevate student voices in federal postsecondary policy discussions. 315,000
    Northwest Central Indiana Community Partnerships Inc
    1281 Win Hentschel Blvd Suite 2161
    West Lafayette,IN47906     		  SO I To honor a gift from the Herman Rubin estate by supporting the Wabash Heartland Innovation Network's Living Lab and IoT education programs. 500,000
    Postsecondary National Policy Institute
    1828 L Street NW Suite 300-A
    Washington,DC20001     		  SO I To support non-partisan efforts to provide professional development on higher education policy to Congressional staff and policymakers 335,500
    Southside Animal Shelter
    1614 West Edgewood Avenue
    Indianapolis,IN46217     		  PC To support animals in need. 90
    Miracle Place Inc
    940 North Temple
    Indianapolis,IN46201     		  PC To provide program support in memory of Michael Joseph Corcoran. 100
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To support the Indiana Daily Student Legacy Fund. 150
    TX Woman's University Foundation
    PO Box 425618
    Denton,TX76204     		  PC To support the Carolyn and Earl Myres CARE Endowment. 150
    Big Cat Rescue Corp
    12802 Easy St
    Tampa,FL33625     		  PC To provide program support in honor of Susan Ford. 150
    Christ United Methodist ChurchWashington In
    104 South Meridian Street
    Washington,IN47501     		  PC To support a memorial for Rex Humbaugh. 150
    Cure Starts Now Foundation The
    10280 Chester Road
    Cincinnati,OH45215     		  PC To provide general operating support. 150
    DC Special Education Co-op
    1112 11th Street NW
    Washington,DC20001     		  PC To support the Co-op's core programming on Giving Tuesday. 150
    St Joseph's School
    1138 Seminole Avenue
    West Saint Paul,MN55118     		  PC To provide support where needed as a match to a Gala donation in honor of Jack Jaeger(grade K). 150
    Westchester Mental Health Guild
    7891 La Tijera Blvd
    Los Angeles,CA90045     		  PC To provide general support in memory of Gail Teller Levy. 150
    Wilberforce University Alumni Association
    PO Box 370
    Wilberforce,OH45384     		  PC To provide general support. 180
    Global Impact
    1199 North Fairfax Street Suite 300
    Alexandria,VA22314     		  PC To support campaign project for Philanthropy Together. 225
    Salvation Army Indianapolis
    6060 Castleway West Dr
    Indianapolis,IN46250     		  PC To provide food and shelter to those in need. 225
    Wheeler Mission Ministries
    205 East NY Street
    Indianapolis,IN46204     		  PC To support care for the homeless. 225
    Riley Hospital for Children
    705 Riley Hospital Dr
    Indianapolis,IN46202     		  PC Bereavement donation to support children's pediatric care 80
    Best Friends
    5001 Angel Canyon Rd
    Kanab,UT84741     		  PC Bereavement donation to support animal sanctuary and adoption services 100
    Texas Women's University
    304 Administration Dr
    Denton,TX76204     		  PC Bereavement donation to support educational activities 100
    George Washington University The
    Office of Sponsored Projects 2121 I
    Street NW 601
    Washington,DC20052     		  PC To support the Eleanor Roosevelt Papers Project Fund. 300
    University of Notre Dame
    Finance Office1100 Grace Hall
    Notre Dame,IN46556     		  PC To provide general support. 300
    Casa Chirilagua
    4109 Mount Vernon Ave
    Alexandria,VA22305     		  PC To support the greatest need. 300
    Chinese Education Freedom Fund
    332 West Wilshire Dr
    Phoenix,AZ85003     		  PC To provide general support. 300
    Diabetes Youth Foundation
    817 South Tibbs Avenue
    Indianapolis,IN46241     		  PC To provide general support. 300
    Gabriella Charter Schools
    1435 Logan Street
    Los Angeles,CA90026     		  PC To provide general support. 300
    Haiti Nursing Foundation
    1100 North Main Street Suite 209
    Ann Arbor,MI48104     		  PC To provide general support. 300
    Indianapolis Breast Recontruction Inc
    545 Barnhilll Dr EH 235
    Indianapolis,IN46202     		  PC To provide program support. 300
    Lawrence Township Foundation
    6501 Sunnyside Road
    Indianapolis,IN46236     		  PC To support LCPA Action 4Arts, specifically Lawrence Central High School. 300
    Little Sisters of the Poor of Indianapolis Inc
    2345 West 86th Street
    Indianapolis,IN46260     		  PC To provide general support. 300
    March of Dimes FoundationGA
    Data Processing Center PO Box 67366
    7
    Marietta,GA30006     		  PC To provide general support. 300
    Metropolitan Indianapolis Public Broadcasting
    1630 North Meridian Street Suite 21
    05
    Indianapolis,IN46202     		  PC To provide general support. 300
    Park Tudor School
    7200 N College Avenue
    Indianapolis,IN46240     		  PC To provide general educational support. 300
    Theta Chi Fraternity
    PO Box 503
    Carmel,IN46082     		  PC To provide general support. 300
    Franklin and Eleanor Roosevelt Institute The
    570 Lexington Avenue 5th Floor
    NY,NY10022     		  PC To provide support to the Franklin D. Roosevelt Presidential Library and Museum. 313
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To support the Media School Enrichment Fund. 375
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To support the Indiana University Equity Fund. 375
    Champaign-Urbana Folk and Roots Festival NFP
    PO Box 331
    Urbana,IL61803     		  PC To provide general support. 375
    Moving Traditions
    8380 Old York Road Suite 4300
    Elkins Park,PA19027     		  PC To support the B'nai Mitzvah Training Institute. 375
    Food for the Poor
    6401 Lyons Rd
    Coconut Creek,FL33073     		  PC To provide for basic needs. 450
    Indiana Canine Assistance Network Inc
    5100 Charles Ct Suite 100
    Zionsville,IN46077     		  PC To provide general education support for ICAN's mission. 450
    Ivy Endowment Inc
    PO Box 88474
    Indianapolis,IN46208     		  PC To provide scholarship support. 500
    Safe Sitter
    8604 Allisonville RoadSuite 248
    Indianapolis,IN46250     		  PC To provide operational support. 500
    School on Wheels
    2605 East 62nd Street Suite 2005
    Indianapolis,IN46220     		  PC To support the general fund. 500
    Wanda Alston Foundation
    1701 Rhode Island Ave NW 2nd Floo
    Washington,DC20036     		  PC To provide program support. 500
    Saint Gregory the Great Catholic Church
    333 Fording Island Road
    Bluffton,SC29909     		  PC To provide general support. 600
    St Mary of the Immaculate Conception Catholic Church
    311 North New Jersey Street
    Indianapolis,IN46204     		  PC To provide general support. 600
    Gleaners Food Bank of Indiana Inc
    3737 Waldemer Avenue
    Indianapolis,IN46241     		  PC To support the food bank. 750
    St Therese (Little Flower) Catholic Church
    4720 East 13th Street
    Indianapolis,IN46201     		  PC To provide general support. 750
    University of CA Berkeley Foundation
    Donor and Gift Services 1995 Univer
    sity Avenue Suite 400
    Berkeley,CA94704     		  PC To support the Magnes Collection. 750
    3 Mariposas Montessori Foundation Inc
    133 North Villamere Drive
    Dowagiac,MI49047     		  PC To provide general support. 750
    Berkeley Hillel
    2736 Bancroft Way
    Berkeley,CA94704     		  PC To support student life programming. 750
    Brebeuf Jesuit Preparatory School
    2801 West 86th Street
    Indianapolis,IN46268     		  PC To support the Brebeuf Fund. 750
    Cathedral High School
    5225 E 56th Street
    Indianapolis,IN46226     		  PC To provide general support. 750
    Catholic Relief Services
    PO Box 17090
    Baltimore,MD21298     		  PC To provide general support. 750
    Clark Atlanta University
    223 James Pl Brawley Dr SW
    Atlanta,GA30314     		  PC To support the university's NPR Radio Station. 750
    Congregation of Holy Cross US Province
    PO Box 765
    Norte Dame,IN46556     		  PC To provide general support. 750
    Dominican Literacy Center Aurora
    260 Vermont Avenue
    Aurora,IL60505     		  PC To provide general support. 750
    Guardians of the Ribbon Pink Heals
    PO Box 933
    Joliet,IL60410     		  PC To provide program support in memory of Sherry Lewis Miller. 750
    Hands on Tzekakah Inc
    2901 Clint Moore Road 318
    Boca Raton,FL34496     		  PC To support Camp Kavod-FL. 750
    Hillel at Stanford
    565 Mayfield Ave
    Stanford,CA94305     		  PC To support student life programming. 750
    Holy Family Shelter Catholic Charities
    1400 North Meridian
    Indianapolis,IN46202     		  PC To provide general support. 750
    Power Moves Only Inc
    3017 N Priscilla Avenue
    Indianapolis,IN46218     		  PC To support the Mover of the Year Banquet. 750
    Rocky Mountain Conservancy
    PO Box 3100
    Estes Park,CO80517     		  PC To provide support where most needed. 750
    Salvation Army Indianapolis
    6060 Castleway West Dr
    Indianapolis,IN46250     		  PC To provide general support. 750
    Trinity United Methodist Church
    PO Box 606
    Lapel,IN46051     		  PC To support other Trinity Preschool Program. 750
    Unchained At Last
    208 Lenox Avenue 189
    Westfield,NJ07090     		  PC To provide general support. 750
    United Catholic Appeal
    1400 North Meridian Street
    Indianapolis,IN46202     		  PC To support the Annual Appeal. 750
    University of Minnesota Hillel
    1521 University Ave SE
    Minneapolis,MN55414     		  PC To support the student life programming. 750
    Kiwanis Foundation of Indianapolis Inc
    320 North Meridian Suite 115
    Indianapolis,IN46204     		  PC To support college scholarships. 900
    American Historical Association
    400 A Street SE
    Washington,DC20003     		  PC To support the American Historical Association as a "Supporting Sponsor" for the annual Minority Historians Reception. 1,000
    American Red Cross of Greater Indianapolis
    441 E 10th Street
    Indianapolis,IN46202     		  PC To provide general support. 1,000
    Arts for Learning
    546 East 17th Street Suite 200
    Indianapolis,IN46202     		  PC To support the Run for the Sun Virtual 5K. 1,000
    Lafayette Square Area Coalition Inc
    4233 Lafayette Rd
    Indianapolis,IN46254     		  PC To support the 2021 Latino Heritage Festival. 1,000
    National Civil Rights Museum at the Lorraine Motel
    450 Mulberry Street
    Memphis,TN38103     		  PC To provide program support. 1,000
    The Trevor Project
    PO Box 69232
    West Hollywood,CA90048     		  PC To support The Trevor Project through donation for Lumina Foundation staff's successful completion of wellness week activity. 1,000
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To support the Student Advocates Office. 1,200
    Galilee Missionary Baptist Church
    2624 East 25th Street
    Indianapolis,IN46218     		  PC To provide general support. 1,275
    Holy Spirit Catholic Church and School
    7243 E 10th Street
    Indianapolis,IN46219     		  PC To provide unrestricted support. 1,350
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To support the Varsity Club. 1,500
    American Educational Research Association
    1430 K Street Northwest Suite 1200
    Washington,DC20005     		  PC To support the 18th Annual Brown Lecture in Education Research. 1,500
    Arts for Learning
    546 East 17th Street Suite 200
    Indianapolis,IN46202     		  PC To provide support for school-based programs in memory of Anna White. 1,500
    Catholic Diocese of Evansville
    PO Box 4169
    Evansville,IN47724     		  PC To support the Father Deydier House of Discernment. 1,500
    Central VA Community College Educational Foundation Inc
    3506 Wards Road
    Lynchburg,VA24502     		  PC To support the scholarship fund. 1,500
    Chatham Arch Neighborhood Foundation Inc
    PO Box 441125
    Indianapolis,IN46244     		  PC To provide program support. 1,500
    Christ United Methodist ChurchWashington In
    104 South Meridian Street
    Washington,IN47501     		  PC To support the general fund. 1,500
    City of Bloomington Community and Family Resources
    P O Box 100
    Bloomington,IN47404     		  PC To support the 2021 Annual Black History Month Celebration. 1,500
    Coastal Enterprises Inc
    30 Federal Street
    Brunswick,ME04011     		  PC To provide general operating support. 1,500
    Dominican Sisters of Springfield
    1237 West Monroe Street
    Springfield,IL62704     		  PC To provide support to Sisters retirement and to support the greatest need. 1,500
    Elizabeth City State University
    1704 Weeksville Rd
    Elizabeth City,NC27909     		  GOV HND sponsorship support for the grant recipients of Lumina's HBCU Adult Learning Initiative (ALI). 1,500
    First United Methodist ChurchIL
    118 Jackson Street
    Morris,IL60450     		  PC To provide support in memory of Sherry Lewis Miller. 1,500
    Galilee Missionary Baptist Church
    2624 East 25th Street
    Indianapolis,IN46218     		  PC To provide general support. 1,500
    Hope Academy Inc
    3919 Madison Avenue Suite 100
    Indianapolis,IN46256     		  PC To provide general support. 1,500
    Humane Society of Hamilton County
    10501 Hague Road
    Fishers,IN46038     		  PC To support the development of the new Education Center. 1,500
    Independent Colleges of Indiana Inc
    30 South Meridian StreetSuite 800
    Indianapolis,IN46204     		  SO I To support for the independent institutions of higher education. 1,500
    Interlochen Center for the Arts
    PO Box 199
    Interlochen,MI49643     		  PC To support student scholarships for the Arts Boarding School. 1,500
    Johnson C Smith University
    100 Beatties Ford Road
    Charlotte,NC28216     		  PC To provide sponsorship support for the grant recipients of Lumina's HBCU Adult Learning Initiative (ALI). 1,500
    Leukemia & Lymphoma-NY
    3 International Drive Suite 200
    Rye Brook,NY10573     		  PC To provide general support in honor of Teresa Altemeyer and Dan Motsinger. 1,500
    Life Centers
    3901 West 86th 111
    Indianapolis,IN46268     		  PC To support the purchase, maintenance, and operation of Ultrasound equipment. 1,500
    Lutheran Social Services of the National Capital Area Inc
    8922 Little River Turnpike
    Fairfax,VA22031     		  PC To provide general support. 1,500
    Mount Moriah Missionary Baptist Church
    2349-51 North Keystone Way
    Indianapolis,IN46218     		  PC To support the 12th Annual Jeremiah Williams Domestic Violence Awareness Walk. 1,500
    No Kid Hungry
    1030 15th Street NW Suite 1100
    Washington,DC20005     		  PC To provide fundraising support. 1,500
    Sacred Heart Church
    219 W Emmett Street
    Kinsman,IL60437     		  PC To provide general support. 1,500
    Sisters of the Blessed Sacrament
    1663 Bristol Pike
    Bensalem,PA19020     		  PC To provide unrestricted support. 1,500
    Winston-Salem State University
    601 South Martin Luther King Jr Dr
    WinstonSalem,NC27107     		  GOV To provide sponsorship support for the grant recipients of Lumina's HBCU Adult Learning Initiative (ALI). 1,500
    Action Council of Monterey County
    295 Main Street Suite 500
    Salinas,CA93901     		  PC To support the Watsonville Campesino Appreciation Caravan. 1,676
    Christian Congregation of Jehovah's Witnesses
    675 Red Mills Road
    Wallkil,NY12589     		  PC To support free bible literature, translating, etc. 1,800
    Children's Bureau Inc
    1575 Dr Martin Luther King Jr Stree
    t
    Indianapolis,IN46204     		  PC To support the Young Professionals Advisory Board Cornhole Tournament. 2,000
    Council for the Study of Community Colleges (CSCC)
    51 Gerty Drive Room 113
    Champaign,CA61820     		  PC To support the Council for the Study of Community Colleges' annual conference. 2,000
    Common Good City Farm
    PO Box 26030
    Washington,DC20001     		  PC To support the LeDroit Park Summer Program Camp - Around the World (2021). 2,000
    Hope Academy Inc
    3919 Madison Avenue Suite 100
    Indianapolis,IN46256     		  PC To support the Sounds of Hope virtual fundraiser. 2,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		  PC To support the Butler Future-Focused Leadership Academy. 2,500
    Council for the Study of Community Colleges (CSCC)
    51 Gerty Drive Room 113
    Champaign,CA61820     		  PC To support the 2022 conference focused on realizing equity in and through community colleges. 2,500
    Indiana State Chamber of Commerce Foundation Inc
    115 West Washington Street Suite 85
    0S
    Indianapolis,IN46204     		  SO I To support Elevate Indiana: Diversity, Equity & Inclusion Best Practices for Business and Industry . 2,500
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208     		  PC To support the Over the Edge event. 2,500
    About Special Kids Inc
    8435 Keystone Crossing Suite 190
    Indianapolis,IN46240     		  PC To support the Walking for Dreams Family and Pet Walk. 2,500
    Cathedral High School
    5225 E 56th Street
    Indianapolis,IN46226     		  PC To support the Cathedral High School Trivia Night. 2,500
    Community Health Network Foundation
    7240 Shadeland Station Suite 125
    Indianapolis,IN46256     		  PC To provide refreshments to the front-line staff members working in the COVID-19 unit. 2,500
    Dress for Success Indianapolis
    820 North Meridian Street
    Indianapolis,IN46204     		  PC To support the Stepping Out In Style fundraising event. 2,500
    Eskenazi Health Foundation
    720 Eskenazi AvenueFifth Third Bank
    Building
    Indianapolis,IN46202     		  PC To support front-line staff members in COVID-19 Unit 2,500
    Fractured Atlas
    248 West 35th Street
    NY,NY10001     		  PC To support the development of the film "Building a Bridge." 2,500
    Franciscan Health Foundation Inc
    3510 Park Place West Suite 200
    Mishawaka,IN46545     		  PC To provide refreshments to the front-line staff members working in the COVID-19 unit. 2,500
    Hope Academy Inc
    3919 Madison Avenue Suite 100
    Indianapolis,IN46256     		  PC To support the Rise & Shine for Hope breakfast. 2,500
    Humane Society of Hamilton County
    10501 Hague Road
    Fishers,IN46038     		  PC To support the Survivor Program. 2,500
    Immigrant Welcome Center
    40 E St Clair Street
    Indianapolis,IN46204     		  PC To provide program support. 2,500
    Indiana University Health Foundation Inc
    1633 North Capitol Avenue
    Indianapolis,IN46202     		  PC To provide refreshments to the front-line staff members working in the COVID-19 unit. 2,500
    Make A Wish of OH Kentucky and Indiana
    2545 Farmers Drive Suite 300
    Columbus,OH43235     		  PC To provide program support. 2,500
    NAMI Indiana Inc
    PO Box 22697
    Indianapolis,IN46209     		  PC To support the 2021 NAMIWalks Your Way event. 2,500
    New Hope of Indiana Inc
    8450 N Payne Rd 300
    Indianapolis,IN46226     		  PC To support the Fourth Annual Silver Cup Celebration. 2,500
    St Richard's Episcopal School
    33 East 33rd Street
    Indianapolis,IN46205     		  PC To support the 2021 Horizons Trivia Night, January 22, 2021 2,500
    St Vincent Hospital Foundation Inc
    8402 Harcourt Road Suite 210
    Indianapolis,IN46260     		  SO I To provide refreshments to the front-line staff members working in the COVID-19 unit. 2,500
    Wounded Warrior Project
    4899 Belfort Road Suite 300
    Jacksonville,FL32256     		  PC To provide program support. 2,500
    Center for Leadership Development
    2425 Dr Martin Luther King Jr Stree
    t
    Indianapolis,IN46208     		  PC To support educational leadership programs. 3,000
    Children's Bureau Inc
    1575 Dr Martin Luther King Jr Stree
    t
    Indianapolis,IN46204     		  PC To support the 11th Annual Trivia Night presented by the Young Professional Advisory Board. 3,000
    Goodwill Industries of Central Indiana
    1635 West Michigan Street
    Indianapolis,IN46222     		  PC To support McClelland Scholars Program. 3,000
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To provide support for the IUPUI students. 3,000
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To support the Law School Fund for Excellence. 3,000
    American Indian College Fund
    8333 Greenwood Boulevard
    Denver,CO80221     		  PC To provide general support. 3,000
    Arc of Indiana The
    143 W Market St 200
    Indianapolis,IN46204     		  PC To support the purposes of ARC. 3,000
    Big Brothers Big Sisters of Central Indiana
    2960 North Meridian StreetSuite 150
    Indianapolis,IN46208     		  PC To provide program support. 3,000
    Child Crisis Arizona
    817 North Country Club Drive
    Mesa,AZ85201     		  PC To support foster care and adoption services. 3,000
    Columbus Learning Center Management Corporation
    4555 Central Avenue Suite 2100
    Columbus,IN47203     		  SO I To support the Kelly Equity at Work Convening. 3,000
    Conner Prairie Museum Inc
    13400 Allisonville Road
    Fishers,IN46038     		  PC To support Conner Prairie in the classroom. 3,000
    Estes Park Non Profit Resource Center Inc
    PO Box 4221
    Estes Park,CO80517     		  PC To provide unrestricted support. 3,000
    Indiana University Foundation
    799 W Michigan Street
    Indianapolis,IN46202     		  PC To support the Medical School Fellowship Program. 3,000
    Indianapolis Parks Foundation
    615 N Alabama 119
    Indianapolis,IN46204     		  SO I To support Indianapolis Parks. 3,000
    LifeSmart Youth
    615 North Alabama Street 228
    Indianapolis,IN46204     		  PC To provide program support. 3,000
    Midwest Food Bank
    6450 South Belmont Avenue
    Indianapolis,IN46217     		  PC To provide general support. 3,000
    Noble of Indiana
    7701 East 21st Street
    Indianapolis,IN46219     		  PC To provide program support. 3,000
    Norfolk State University
    Office of the President 700 Park Av
    enue Suite 520
    Norfolk,VA23504     		  PC To support the Marie V. McDemmond Endowed Scholarship. 3,000
    Rose-Hulman Institute of Technology
    5500 Wabash Avenue
    Terre Haute,IN47803     		  PC To support annual giving. 3,000
    Salvation Army Indianapolis
    6060 Castleway West Dr
    Indianapolis,IN46250     		  PC To provide food and shelter. 3,000
    St Alphonsus Liguori Catholic Church
    1870 West Oak Street
    Zionsville,IN46077     		  PC To provide general support. 3,000
    Junior Achievement of Central Indiana Inc (JA)
    8395 Keystone Crossing Avenue Ste 1
    02
    Indianapolis,IN46240     		  PC To support the 4.01K Race for Financial Fitness. 3,500
    Scholarship Fund of Alexandria The
    3330 King Street
    Alexandria,VA22302     		  PC To support the Scholarship Fund of Alexandria spring fundraising event. 3,500
    George Washington University The
    Office of Sponsored Projects 2121 I
    Street NW 601
    Washington,DC20052     		  PC To support the new Program on Skills, Credentials and Workforce Poling in the George Washington Institute on Public Policy. 3,750
    Howard University
    Research Administrative Services525
    Bryant Street NW
    Washington,DC20059     		  PC To support student scholarships. 3,750
    University of Notre Dame
    Finance Office1100 Grace Hall
    Notre Dame,IN46556     		  PC To support annual giving. 4,500
    Brebeuf Jesuit Preparatory School
    2801 West 86th Street
    Indianapolis,IN46268     		  PC To support the Brebeuf Fund. 4,500
    Immaculate Heart of Mary
    5692 Central Ave
    Indianapolis,IN46220     		  PC To provide annual support for educational purposes. 4,500
    Indiana Natural Resources Foundation
    402 West Washington W256
    Indianapolis,IN46204     		  PC To provide program support. 4,500
    St Ignatious College Prep
    1076 West Roosevelt Road
    Chicago,IL60608     		  PC To support the Tuition Assistance Program. 4,500
    Women4Change Indiana
    1100 W 42nd Street Suite 212
    Indianapolis,IN46208     		  PC To support issues with education that disportionately affect women. 4,500
    Indiana University Health Foundation Inc
    1633 North Capitol Avenue
    Indianapolis,IN46202     		  PC To support 2021 Rev Indy. 4,800
    Mount Moriah Missionary Baptist Church
    2349-51 North Keystone Way
    Indianapolis,IN46218     		  PC To provide operational support for community ministry work. 4,950
    Mount Moriah Missionary Baptist Church
    2349-51 North Keystone Way
    Indianapolis,IN46218     		  PC To provide operational support for community ministry work. 4,950
    United Negro College Fund
    3737 North Meridian Street Suite 50
    7
    Indianapolis,IN46208     		  PC To support the UNCF An Evening of Indiana Stars Throwback Telethon 5,000
    Association of Black Foundation Executives Inc
    55 Exchange Place Suite 401
    NY,NY10004     		  PC To support the 2021 ABFE Annual Conference. 5,000
    Association of Black Foundation Executives Inc
    55 Exchange Place Suite 401
    NY,NY10004     		  PC To support the 30th annual James A. Joseph Awards Ceremony. 5,000
    Boys and Girls Clubs of Indianapolis
    3909 N Meridian Street Suite 100
    Indianapolis,IN46218     		  PC To support the Boys & Girls Clubs of Indianapolis Graduation and College & Career Readiness Events. 5,000
    Central Indiana Community Foundation
    615 N Alabama St 119
    Indianapolis,IN46204     		  PC To raise awareness of the postsecondary credential disparities in Indiana-Latinx Hoosier postsecondary education attainment. 5,000
    Children's Museum of Indianapolis Inc
    3000 North Meridian Street
    Indianapolis,IN46208     		  PC To support the Power of Children Awards event. 5,000
    Hoosier Salon Patrons Association
    1060 North Capitol Avenue C-365
    Indianapolis,IN46202     		  PC To support the 97th Annual Exhibition of Hoosier Art Salon. 5,000
    Indiana Conference for Women LTD
    9245 North Meridian Street Suite 30
    5
    Indianapolis,IN46260     		  PC To support the 2021 Indiana Conference for Women. 5,000
    Indianapolis Zoological Society
    1200 West Washington StreetPO Box 2
    2309
    Indianapolis,IN46222     		  PC Event in support of the growth and development of the Indianapolis Zoo and its conservation efforts. 5,000
    La Plaza Inc
    8902 East 38th Street
    Indianapolis,IN46226     		  PC To support the Night of the Americas and 50th Year Celebration. 5,000
    American Heart Association of Indianapolis
    6500 Technology Center Dr Bldg F Su
    ite 100
    Indianapolis,IN46077     		  PC To support the 2021 AHA Go Red for Women Luncheon, February 26, 2021 5,000
    Arts Council of Indianapolis
    924 North PA Street
    Indianapolis,IN46204     		  PC To support Start with Art 2021. 5,000
    Asian & Pacific Islander American Scholarship Fund
    1850 M Street NW 245
    Washington,DC20036     		  PC To support the Elevating Leaders Summit. 5,000
    Casa Chirilagua
    4109 Mount Vernon Ave
    Alexandria,VA22305     		  PC To support the Local Leaders Program 5,000
    Community Assets Inc
    1708 River Shore Parkway
    Indianapolis,IN46208     		  PC To support the STEM/Robotics/Coding Programs. 5,000
    CrimeStoppers of Sangamon & Menard Counties Inc
    PO Box 1059
    Springfield,IL62705     		  PC To provide program support. 5,000
    Herron High School
    110 East 16th Street
    Indianapolis,IN46202     		  PC To support the Indianapolis Classical Schools (ICS) Inaugural Drive-In Movie Night. 5,000
    Horton's Kids Inc
    400 VA Avenue Southwest Suite C-130
    Washington,DC20024     		  PC To support the 13th Annual Home Runs for Horton's Kids. 5,000
    Indiana Town Halls Inc
    207 Buckingham Drive
    Indianapolis,IN46208     		  PC To support informed civil dialogue between elected officials and the public through Indiana Town Hall meetings. 5,000
    Indiana University Lilly Family School of Philanthropy
    301 University BoulevardUniversity
    Hall Site 300
    Indianapolis,IN46202     		  PC To support the Virtual Conversations on Equity, Education, and Philanthropy. 5,000
    Indy Black Chamber of Commerce
    1449 North PA StreetSuite 202
    Indianapolis,IN46202     		  PC To support the S.H.E. Experience. 5,000
    Indy Eleven Foundation
    47 South PA Street Suite 611
    Indianapolis,IN46204     		  PC To support underprivileged and under served members of the Community. Recognizing Groups and Organizations in the Community with the program. 5,000
    Leadership Conference Education Fund The
    1620 L Street NW 1100
    Washington,DC20036     		  PC To support The Leadership Conference's 2021 Winter Reception 5,000
    LifeSmart Youth
    615 North Alabama Street 228
    Indianapolis,IN46204     		  PC To support the Tween Education & Access to Community Health (TEACH) Alliance. 5,000
    Media Impact Funders Inc
    200 W Washington Square
    Philadelphia,PA19106     		  PC To support the 2021 Journalism Funders Gathering of the Media Impact Forum. 5,000
    Orchard School Foundation
    615 West 64th Street
    Indianapolis,IN46260     		  PC To support the Lights, Camera, The Orchard School AUCTION! 5,000
    Players Philanthropy Fund
    1122 Kenilworth Drive 201
    Towson,MD21204     		  PC To support the Spring 2022 Social Justice HBCU Tour. 5,000
    St David's Child & Family Development Center
    3395 Plymouth Road
    Minnetonka,MN55305     		  PC To support of school during COVID. 5,000
    St Vincent Hospital Foundation Inc
    8402 Harcourt Road Suite 210
    Indianapolis,IN46260     		  SO I To support the 2021 Celebration of Caring Gala. 5,000
    Teach for America-Indianapolis
    1314 North Meridian Street
    Indianapolis,IN46202     		  PC To support the TFA Indianapolis Diversity, Equity, and Inclusion Practitioner Pilot. 5,000
    Teachers Treasures Inc
    1800 East 10th Street
    Indianapolis,IN46201     		  PC To support the 2021 Teachers' Treasures Circle City Donut Dash. 5,000
    TechPoint Foundation for Youth
    5255 Winthrop Avenue 150
    Indianapolis,IN46220     		  PC To support the Indiana VEX Robotics State Championship. 5,000
    TeenWorks Inc
    2820 North Meridian St Suite 1250
    Indianapolis,IN46208     		  SO I To support the TeenWorks College Boot Camp. 5,000
    Youth Development Project Corp
    6201 La Pas Trail Suite 285
    Indianapolis,IN46268     		  PC To provide resources for youth programming focusing on education, jobs and mentorship. 5,000
    Ben's Ranch Foundation Inc
    PO Box 3952
    Carmel,IN46082     		  PC To support the development and launch of the BRF Small Groups Program. 5,400
    West Bridge Church of Danville
    1521 South County Road 75 West
    Danville,IN46122     		  PC To provide support where needed including $2000 towards the Compassion Team. 5,400
    Cancer Support Community of Central Indiana
    5150 West 71st Street
    Indianapolis,IN46268     		  PC To support the 2021 Laughing Matters fundraising event. 5,500
    The Literacy Lab
    1400 16th Street NW
    Washington,DC20036     		  PC To support The Literacy Lab's strategic planning through the Bridgespan Leadership Accelerator program. 5,500
    American Association of Community Colleges
    One Dupont Circle NW Suite 700
    Washington,DC20036     		  PC To support the 2022 Workforce Development Institute hosted by AACC 6,000
    Christian Theological Seminary
    1000 West 42nd Street
    Indianapolis,IN46208     		  PC To provide annual support. 6,000
    Indianapolis Professional Association
    PO Box 20712
    Indianapolis,IN46220     		  PC To support the IPA's 2021 Fall and 2022 Spring Networking Events. 6,000
    PrimeLife Enrichment Inc
    1078 Third Avenue Southwest
    Carmel,IN46032     		  PC To provide general support. 6,000
    Regents of the University of CA - Irvine
    Office of Research
    Irvine,CA92697     		  NC To support the Perceptions of Open Access among Black, Indigenous and People of Color Faculty. 6,850
    Association for the Study of Higher Education
    4505 S Maryland Parkway Box 453068
    Las Vegas,NV89154     		  PC To support a one-day event with invited college and university leaders across the Puerto Rican higher education landscape 7,000
    Indianapolis Press Club Foundation Inc
    PO Box 40923
    Indianapolis,IN46240     		  PC To support the Thomas R. Keating Competition. 7,000
    United Negro College Fund
    3737 North Meridian Street Suite 50
    7
    Indianapolis,IN46208     		  PC To support the UNCF 2021 Indianapolis Masked Ball. 7,500
    Council on Foundations
    1255 23rd Street NW Suite 200
    Washington,DC20037     		  PC To support the 2021 COF Leading Together Conference. 7,500
    University of Chicago The
    5801 South Ellis Avenue
    Chicago,IL60637     		  PC To support the Comer Children's Hospital. 7,500
    100 Black Men of Indianapolis
    1500 East Michigan
    Indianapolis,IN46201     		  PC To support fundraising efforts for the Beautillion Scholarship. 7,500
    Contra Costa Jewish Day School
    955 Risa Road
    Lafayette,CA94549     		  PC To help offset Covid-19 unbudgeted expenses. 7,500
    Midwest Food Bank
    6450 South Belmont Avenue
    Indianapolis,IN46217     		  PC To provide program support. 7,500
    Oxfam America
    226 Causeway Street 5th Floor
    Boston,MA02114     		  PC To provide program support. 7,500
    Steward Speakers Inc
    PO Box 88104
    Indianapolis,IN46208     		  PC To support the Steward Speakers Education Initiative. 7,500
    Tabernacle Presbyterian Church
    418 East 34th Street
    Indianapolis,IN46205     		  PC To support Tab Tutoring. 7,500
    Tabernacle Presbyterian Church
    418 East 34th Street
    Indianapolis,IN46205     		  PC To provide general support. 7,500
    Veteran Resource List Inc
    11715 Fox Road 400-206
    Indianapolis,IN46236     		  PC To support Afghan refugees housed at Camp Atterbury, Indiana. 7,500
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To provide general support for the IU Robert H. McKinney School of Law. 9,000
    Knox College
    2 East South Street K-230
    Galesburg,IL61401     		  PC To support the Annual Fund. 9,000
    Asian AmericansPacific Islanders in Philanthropy
    2201 Broadway 720
    Oakland,CA94612     		  PC To support the 2021 CHANGE Philanthropy Unity Summit. 10,000
    Coburn Place Safe Haven
    604 East 38th Street
    Indianapolis,IN46205     		  PC To support Coburn Place's 25th Anniversary Event - Unlocking Empowerment. 10,000
    Gleaners Food Bank of Indiana Inc
    3737 Waldemer Avenue
    Indianapolis,IN46241     		  PC To support Gleaners Food Bank. 10,000
    Scholarship America
    1550 American Boulevard EastSuite 1
    55
    Minneapolis,MN55425     		  PC To support the Dreams to Success gala. 10,000
    Alamo Community College District Foundation
    201 West Sheridan
    San Antonio,TX78204     		  PC To support the inaugural Bellwether College Consortium Outstanding Dissertation Award program 10,000
    Capital Area Food Bank Inc
    4900 Puerto Rico Ave NE
    Washington,DC20017     		  PC To support the Capital Area Food Bank. 10,000
    Child Advocates
    8200 Haverstick RoadSuite 240
    Indianapolis,IN46240     		  PC To support the Interrupting Racism for Children workshop series. 10,000
    Dayspring Center Inc
    PO Box 44105
    Indianapolis,IN46244     		  PC To support the Camp Discovery Summer Program. 10,000
    Economic Club of Indiana The
    1630 North Meridian Street
    Indianapolis,IN46202     		  PC To support the Economic Club speaker series for 2021-2022 10,000
    Funders Together to End Homelessness Inc
    89 South Street Suite 603
    Boston,MA02111     		  PC To support the Workforce Matters Funders Network. 10,000
    Generation Hope
    415 Michigan Avenue NE Suite 430
    Washington,DC20017     		  PC To support Generation Hope spring events. 10,000
    Greater DC Diaper Bank
    1532 A Street NE
    Washington,DC20002     		  PC To support the Greater DC Diaper Bank Diaper Distribution. 10,000
    Indiana Bar Foundation
    615 North Alabama Suite 426
    Indianapolis,IN46204     		  PC To support the Indiana High School Mock Trial Diversity Initiative. 10,000
    Indiana Diaper Bank
    9511 Angola Ct
    Indianapolis,IN46268     		  PC To support the Diaper Distribution Network. 10,000
    International Center The
    One Indiana Square Suite 200
    Indianapolis,IN46204     		  SO I To support the International Citizen of the Year event. 10,000
    One World Education
    1800 KENYON ST NW
    Washington,DC20010     		  PC To support the Pandemic Rebuilding Project - 100K in 100 Days. 10,000
    School on Wheels (SOW)
    2605 East 62nd StreetSuite 2005
    Indianapolis,IN46220     		  PC To support the School on Wheels DEI Program. 10,000
    Purposeful Design
    1710 Jenkins Street
    Indianapolis,IN46218     		  NC To support Purposeful Design's annual Partner & Donor event. 11,350
    Indiana Black Expo
    601 N Shortridge Rd
    Indianapolis,IN46219     		  PC To support the 14th Annual IBE Education Conference. 12,500
    Center for Leadership Development (CLD)
    2425 Dr Martin Luther King Jr Stree
    t
    Indianapolis,IN46208     		  PC To support the 41st Annual Minority Achievers Awards & Scholarship Gala. 12,500
    University of Chicago The
    5801 South Ellis Avenue
    Chicago,IL60637     		  PC To provide scholarship support. 12,750
    Indiana Latino Institute Inc
    401 West Michigan Street Suite 100
    Indianapolis,IN46202     		  PC To support the Indiana Latino Expo Show. 13,000
    Our Lady of Mount Carmel Church
    14598 Oakridge Road
    Carmel,IN46032     		  PC To prove general support of Parish and school programs. 14,400
    YMCA of Greater Indianapolis
    615 North Alabama StreetSuite 200
    Indianapolis,IN46204     		  PC To support The Monster Meeting Series. 15,000
    Appalachian State University Foundation Inc
    ASU Box 32064 McKinney
    Boone,NC28608     		  PC To support the launch of ARRC PD through a series of six equity-focused webinars 15,000
    Arizona Humane Society
    1521 West Dobbins Road
    Phoenix,AZ85041     		  PC To provide program support for animals in need. 15,000
    Be Nimble Foundation Inc
    520 East Washington Street
    Indianapolis,IN46204     		  PC To support Black Innovation Week and Garden Pardi events. 15,000
    Child Crisis Arizona
    817 North Country Club Drive
    Mesa,AZ85201     		  PC To support foster care and adoption services. 15,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd Suite 1
    00
    Baton Rouge,LA70816     		  PC To support the 2022 Voice. Vision. Value. restorative retreats. 15,000
    Metropolitan Indianapolis Public Broadcasting
    1630 North Meridian Street Suite 21
    05
    Indianapolis,IN46202     		  PC To support the WFYI Listen Up Series. 15,000
    Milwaukee Public School Foundation
    234 W Galena Street
    Milwaukee,WI53212     		  PC To support North Division High School students college scholarships programs. 15,000
    Susquehanna University
    514 University Avenue
    Selinsgrove,PA17870     		  PC To provide educational support. 15,000
    University of Dubuque
    2000 University Avenue
    Dubuque,IA52001     		  PC To support college scholarship. 15,000
    University of Chicago The
    5801 South Ellis Avenue
    Chicago,IL60637     		  PC To support the Cultivating Black and Native Futures in Education conference. 17,300
    One Million Degrees
    180 N Wabash Ave Suite 310
    Chicago,IL60601     		  PC To promote community college graduation through wraparound services. 18,750
    Communications Network The
    777 6th Street NW 11th Floor
    Washington,DC20001     		  PC To support the annual Communications Network convening. 20,000
    Breck School
    123 Ottawa Avenue North
    Minneapolis,MN55422     		  PC To provide support to the school during COVID. 20,000
    Community Partners
    1000 Alameda StreetSuite 240
    Los Angeles,CA90012     		  PC To support CA Competes participation in ad hoc planning and implementation committee relating to CA's new Golden State Education and Training Grant. 20,000
    Rockefeller Philanthropy Advisors Inc
    6 West 48th Street 10th Floor
    NY,NY10036     		  PC To support the College Promise Careers Institute, a two-day virtual convening that supports stronger alignment between postsecondary education and workforce development. 20,000
    United States Department of Education
    400 Maryland Avenue SouthwestRoom 7
    W207
    Washington,DC20202     		  PC To support the 2021 National HBCU Week Conference 20,000
    Gleaners Food Bank of Indiana Inc
    3737 Waldemer Avenue
    Indianapolis,IN46241     		  PC To support the Gleaner's School-Based Pantry Program. 20,633
    Children's Museum of Indianapolis Inc
    3000 North Meridian Street
    Indianapolis,IN46208     		  PC To support the annual fund. 22,500
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		  PC To support the Butler University ONB Center's DEI Initiative. 25,000
    Central Indiana Community Foundation
    615 N Alabama St 119
    Indianapolis,IN46204     		  PC To support the Women's Fund Women of Color Executive Leadership Program. 25,000
    Excelencia in Education Inc
    1156 15th Street NW Suite 1001
    Washington,DC20005     		  PC To provide support for 2021 Examples of Excelencia programming. 25,000
    Grantmakers for Education
    851 Southwest 6th Avenue Suite 350
    Portland,OR97204     		  PC To support the 2021 GFE Annual Conference. 25,000
    Cornell University School of Industrial and Labor Relations
    ILR Deans Office 309 Ives Hall
    Ithaca,NY14853     		  PC To provide program support. 25,000
    Morgan State University Foundation
    1700 East Cold Spring Lane
    Baltimore,MD21251     		  PC To enhance student success. 25,000
    Morgan State University Foundation
    1700 East Cold Spring Lane
    Baltimore,MD21251     		  PC To provide general support. 25,000
    The Startup Accelerator Inc dba The Speak Easy
    5255 North Winthrop Avenue
    Indianapolis,IN46220     		  PC To support The Speak Easy Founders-in-Residence program. 25,000
    Arizona State University Phoenix
    Mary Lou Fulton Teachers College AT
    TN Business Office
    Phoenix,AZ85281     		  GOV To support the Cultivating Black and Native Futures in Education conference 26,040
    Morgan State University Foundation
    1700 East Cold Spring Lane
    Baltimore,MD21251     		  PC To support student success and retention, scholarships, etc. 27,450
    Northview Christian Life Church
    12900 Hazel Dell Parkway
    Carmel,IN46033     		  PC To support the dollar club. 28,200
    St Luke's United Methodist Church
    100 West 86th Street
    Indianapolis,IN46260     		  PC To support community outreach. 28,305
    American Historical Association
    400 A Street SE
    Washington,DC20003     		  PC To support various events related to recent 'divisive concepts' state laws 30,000
    PEN America
    588 Broadway Suite 303
    NY,NY10012     		  PC To support educational events related to recent 'divisive concepts' state laws for higher education leaders 30,000
    UNITE-LA
    350 South Bixel Street Suite 160
    Los Angeles,CA90017     		  PC To support UNITE-LA participation in ad hoc planning and implementation committee relating to CA's new Golden State Education and Training Grant. 35,000
    Yale University
    Assoc Supervisor Contribution Proce
    ssingPOBox 2038
    New Haven,CT06520     		  PC To support strengthening Yale College. 36,000
    Indiana University Foundation
    PO Box 500
    Bloomington,IN47408     		  PC To provide support per Mr. Bepko's instructions. 46,214
    Achieving the Dream Inc
    8403 Colesville Road Suite 450
    Silver Spring,MD20910     		  PC To support planning for Achieving the Dream RFP. 50,000
    Central Indiana Community Foundation
    615 N Alabama St 119
    Indianapolis,IN46204     		  PC To support the Equity Partners - MVMT10K initiative. 50,000
    George Floyd Memorial Foundation Inc
    122 South Calhoun
    Tallahassee,FL32301     		  PC To support the George Floyd Week of Service. 50,000
    ISDH Healthy Hoosiers Foundation
    2 N Meridian Street
    Indianapolis IN,IN46204     		  PC To support the Healthy Hoosier Foundation, Indiana Vaccine Grassroots Action Plan. 50,000
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208     		  PC To support the 2020 United Way Campaign. 59,032
    DePauw University
    313 Locust StreetPO Box 37
    Greencastle,IN46135     		  PC To support the Justin and Darrianne Christian Center for Diversity and Inclusion (Academic Programming). 60,000
    Congregation of Holy Cross US Province
    PO Box 765
    Norte Dame,IN46556     		  PC To provide for the care of elderly priests and religious. 60,000
    Saint Joseph's College
    278 Whites Bridge Road
    Standish,ME04084     		  PC To support the St. Joseph's College Center for Nursing Innovation. 60,000
    JSI Research and Training Institute Inc
    44 Farnsworth Street
    Boston,MA02210     		  PC To support a follow-up survey of adults measuring the impact of COVID-19 on employment, employer-provided training, and skills training. 77,000
    American Association of State Colleges and Universities
    1717 Rhode Island Ave NW Suite 700
    Washington,DC20036     		  PC To support a convening series for provosts of color on democracy 100,000
    Association of Public and Land-grant Universities
    1307 NY Avenue Northwest Suite 400
    Washington,DC20005     		  PC To engage institutions in transformation clusters to drive progress toward equity and completion 100,000
    More In Common Inc
    115 Broadway St Floor 5
    NY,NY10006     		  PC To support a convening of international network of democracy and community-building experts and practitioners. 100,000
    National Association of System Heads
    3300 Metzerott Road
    Adelphi,MD20783     		  PC To support the Launch of The BigReThink: Public University Systems in a Post-Pandemic World 100,000
    Blackbaud Giving Fund
    2000 Daniel Island Dr Suite 100
    Charleston,SC29492     		  PC Public charity conduit for Lumina staff, board and retiree gifts to public charities. 1,192,262
    Total .................................bullet 3a 57,692,958
    bApproved for future payment
    Office of Comm College Research and Leadership - UI
    51 Gerty Drive
    Champaign,IL61820     		  PC To support a network of states implementing credential as you go models with equity conscious practices for adults of color. 500,000
    Education Strategy Group
    4716 Drummond Avenue
    Chevy Chase,MD20815     		  NC To lead the coordination and technical advisory capacity of the state Credential As You Go network 401,500
    George Washington Institute of Public Policy
    805 21st Street NorthwestSuite 625
    Washington,DC20052     		  PC To expand, improve and manage the Non-degree Credentials Research Network(NCRN). 257,000
    National Student Clearinghouse Research Center
    2300 Dulles Station Boulevard Suite
    220
    Herndon,VA20171     		  PC To better understand the re-enrollment, perseverance and credentials earned by students with some college, but no credential. 254,700
    State Higher Education Executive Officers
    3035 Center Green Drive Suite 100
    Boulder,CO80301     		  PC To support new and ongoing bodies of work, convenings, technical assistance, quality assurance, and state attainment goal setting. 230,000
    Regents of the University of California - Irvine
    Office of Research
    Irvine,CA92697     		  PC To explore noncredit course and program taking, completion and labor market outcomes in the Virginia Community College System. 230,000
    American Institutes for Research
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To research adult-friendly educational and training models that support participation among adults of color 222,800
    Research Foundation of State University of New York
    PO Box 9
    Albany,NY12246     		  PC To support community colleges in the State University of New York system participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 200,000
    Community College Research Center
    Box 174 525 W 120th Street
    New York,NY10027     		  PC Identify state funding strategies that support student success for working adult learners of color. 200,000
    Colorado Community College System Foundation The
    9101 E Lowry Boulevard
    Denver,CO80230     		  PC To support Colorado community colleges participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 175,000
    University of Texas System The
    210 W 7th Street
    Austin,TX78701     		  PC To redesign student pathways to ensure equity. 150,000
    Aspen Institute The
    2300 N Street NW Suite 700
    Washington,DC20037     		  PC To pilot new policies, practices and programs that support the success of students of color who are also parents at MSIs. 150,000
    Association of Public and Land-grant Universities
    1220 L Street NW Suite 1000
    Washington,DC20005     		  PC To support development of navigation/recruitment strategies and comprehensive student success pathways for adults of color pursuing BA degrees. 150,000
    UnidosUS
    1126 16th St NW
    Washington,DC20036     		  PC To develop and launch a communications campaign centered on today's Latino/Hispanic students 150,000
    Foundation for California Community Colleges
    1102 Q Street Suite 4800
    Sacramento,CA95811     		  PC To support California Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 148,500
    University of Utah The
    201 South Presidents Circle
    Salt Lake City,UT84112     		  PC To build a database of postsecondary education in prison programs and to evaluate Second Chance Pell sites. 135,000
    Virginia Community College System
    300 Arboretum Place Suite 200
    Richmond,VA23236     		  PC To support Virginia Community College System participation in Innovative Credentials to Associates Network to increase adult learner of color completion. 100,000
    Trustees of Indiana University The
    PO Box 1847
    Bloomington,IN47402     		  PC To support the I.U. Network Science Institute's plan to develop network mapping and visualization tools to advance Lumina's Human Network Design strategy. 75,000
    Elizabeth City State University
    1704 Weeksville Rd
    Elizabeth City,NC27909     		  NC To build HBCU institutional capacity to serve Black adult learners. 75,000
    Fayetteville State University
    1200 Murchison Road
    Fayetteville,NC28301     		  PC To build HBCU institutional capacity to serve Black adult learners. 75,000
    Winston-Salem State University
    601 South Martin Luther King Jr Dr
    WinstonSalem,NC27110     		  PC To build HBCU institutional capacity to serve Black adult learners. 75,000
    Johnson C Smith University
    100 Beatties Ford Road
    Charlotte,NC28216     		  PC To build HBCU institutional capacity to serve Black adult learners. 75,000
    Shaw University
    118 East South Street
    Raleigh,NC27601     		  PC To build HBCU institutional capacity to serve Black adult learners. 75,000
    Total .................................bullet 3b 4,104,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 166,346,314  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a       		    15 60,877  
    bPassthrough Income 523900 9,739,472      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 9,739,472 177,941,571 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    187,681,043
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
    Yes
     
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    1a(1) 555 American Bar Association organizational membership dues
    1a(1) 873 AICPA organizational membership dues
    1a(1) 524 American Payroll Institute Inc organizational membership dues
    1a(1) 185 Association for the Study of Higher Education (ASHE) organizational membership dues
    1a(1) 350 Chartered Alt Investment Analyst Association organizational membership dues
    1a(1) 25,600 Greater Indianapolis Chamber of Commerce organizational membership dues
    1a(1) 661 Indiana Chamber Services Inc organizational membership dues
    1a(1) 1,280 Indiana CPA Society (INCPAS) organizational membership dues
    1a(1) 2,000 Indy Chamber organizational membership dues
    1a(1) 375 Meeting Professionals International (MPI) organizational membership dues
    1a(1) 99 National Notary Association organizational membership dues
    1a(1) 661 New York State Bar Association organizational membership dues
    1a(1) 200 Public Relations Society of America (PRSA) organizational membership dues
    1a(1) 219 SHRM-Society for Human Resource Mgmt organizational membership dues
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID: 21014044
    Software Version: 2021v4.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 171,419 9,501   119,993

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    TY 2021 DepreciationSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DEPRECIATION EXPENSE- COMPUTER EQUIPMENT           365,743 32,807    
    DEPLETION             102,270    

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    HCM Strategists LLC
          		1156 15th Street NW Suite 850
    Washington,DC20005     		2016-09-13 498,700 To provide technical assistance and intermediary support to enhance the charitable activities of four Historically Black Colleges and Universities (HBCUs) as they adopt a set of evidence-based practices to increase attainment and close achievement gaps. 0   03/10/2021 00:00:00 2021-07-20 reports reviewed and approved, closed grant
    ECONorthwest
          		222 Southwest Columbia Suite 16000
    Portland,OR97201     		2017-11-16 346,000 To develop a new 50-state predictive postsecondary attainment model and annually update/refine Lumina's national predictive model. 0   03/01/2021 00:00:00 2021-09-07 reports reviewed and approved, closed grant
    The American Legion
          		700 N Pennsylvania St
    Indianapolis,IN46204     		2019-08-29 325,000 To generate advice and guidance to Department of Defense, industry, and academia on lowering credentialing barriers for veterans and servicemembers through continued American Legion programs and initiatives align military and civilian credentials. 0   05/21/2021 00:00:00 2021-09-24 reports reviewed and approved, closed grant
    Civic LLC
          		1110 Vermont Ave NW Suite 900
    Washington,DC20005     		2019-11-19 100,000 To support research on the educational experiences and attainment of Immigrants and Native American students. 0   06/02/2021 00:00:00 2021-07-16 reports reviewed and approved, closed grant
    National Association of State Approving Agencies (NASAA)
          		676 Wescott Road SE
    Bolivia,NC28422     		2019-12-19 204,000 To support the development of a risk-based survey, ensuring only high-quality credentials are eligible for GI Bill funding. 0   02/01/2021 00:00:00 2021-09-24 reports reviewed and approved, closed grant
    Edquity
          		125 Court St Apt 3NH
    Brooklyn,NY11201     		2020-05-01 100,000 To support access to Edquity's emergency aid platform for budget-constrained institutions. 0   10/27/2021 00:00:00 2021-11-17 reports reviewed and approved, closed grant
    College Consortium Inc (Acadeum)
          		210 Barton Springs Rd Suite 100
    Austin,TX78704     		2019-12-19 1,000,000 On-line course sharing among college networks. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    College Consortium Inc (Acadeum)
          		210 Barton Springs Rd Suite 100
    Austin,TX78704     		2021-02-12 0 On-line course sharing among college networks. 300,000   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Bitwise
          		700 Van Ness Ave
    Fresno,CA93721     		2018-12-21 1,500,000 Support growth and expansion of technology training focused on women and minorities. 0   Interim reports received and/or attended meetings: 4/1/2021   No required meetings investment completed at year end
    Brighthive
          		20 West Kinzie
    Chicago,IL60654     		2019-12-23 500,000 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Brighthive
          		20 West Kinzie
    Chicago,IL60654     		2018-11-19 999,995 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Care Academy
          		281 Summer Street
    Boston,MA02210     		2017-08-09 500,000 High quality training for in-home caregivers 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Care Academy
          		281 Summer Street
    Boston,MA02210     		2018-10-25 250,000 High quality training for in-home caregivers. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Cell-Ed
          		855 El Camino Real Suite 13A-212
    Palo Alto,CA94301     		2018-06-01 1,000,000 Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Cell-ed
          		855 El Camino Real Suite 13A-212
    Palo Alto,CA94301     		2019-12-20 375,000 Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Credly Inc
          		404 5th Ave 3rd Floor
    New York,NY10018     		2018-10-31 500,000 To support digital badge solution for managing credentials. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Credly Inc
          		404 5th Ave 3rd Floor
    New York,NY10018     		2017-03-17 500,000 To support digital badge solution for managing credentials. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Edovo
          		215 W Superior Street Suite 600
    Chicago,IL60654     		2019-04-12 349,997 Online education and self-improvement tools for prison inmates. 0   Interim reports received 2/1/2021; 2/2/2021; 3/30/2021; 5/3/2021; 9/24/2021; 11/23/2021; 12/1/2021   Interim reports received and/or attended board of directors meetings. Effective June 2020 no longer attending board meetings.
    Edovo
          		215 W Superior Street Suite 600
    Chicago,IL60654     		2017-07-18 750,000 Meaningful access to education, communication, and self-improvement tools for those affected by incarceration 0   Interim reports received 2/1/2021; 2/2/2021; 3/30/2021; 5/3/2021; 9/24/2021; 11/23/2021; 12/1/2021   Interim reports received and/or attended board of directors meetings. Effective June 2020 no longer attending board meetings.
    Edquity
          		125 Court St Apt 3NH
    Brooklyn,NY11201     		2019-04-25 200,000 Platform providing financial tools and resources to support post-secondary completion rates. 0   Interim reports received and/or attended meetings: 3/30/2021; 6/17/2021; 6/23/2021; 11/15/2021   Interim reports received and/or attended board of directors meetings
    Edquity
          		125 Court St Apt 3NH
    Brooklyn,NY11201     		2020-11-03 300,000 Platform providing financial tools and resources to support post-secondary completion rates. 0   Interim reports received and/or attended meetings: 3/30/2021; 6/17/2021; 6/23/2021; 11/15/2021   Interim reports received and/or attended board of directors meetings
    Edquity
          		125 Court St Apt 3NH
    Brooklyn,NY11201     		2021-10-30 500,000 Platform providing financial tools and resources to support postsecondary completion rates. 0   Interim reports received and/or attended meetings: 3/30/2021; 6/17/2021; 6/23/2021; 11/15/2021   Interim reports received and/or attended board of directors meetings
    EduNav
          		11215 Mount Crest Place
    Cupertino,CA95014     		2019-09-01 1,500,000 Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    EduNav
          		11215 Mount Crest Place
    Cupertino,CA95014     		2020-12-22 100,000 Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Mentor Collective
          		294 Washington St Suite 607
    Boston,MA02108     		2019-08-28 999,999 Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Mentor Collective
          		294 Washington St Suite 607
    Boston,MA02108     		2020-11-24 250,000 Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. 0   Throughout 2021   Interim reports received and/or attended board of directors meetings
    Upswing
          		44 East Avenue Suite 200
    Austin,TX78701     		2017-07-06 750,000 Technology focused on improving student success through mentoring, advising and tutoring 0   Interim reports received and/or attended meetings: 2/2/2021; 5/4/2021; 7/27/2021; 11/2/2021   Interim reports received and/or attended board of directors meetings
    Upswing
          		44 East Avenue Suite 200
    Austin,TX78701     		2018-11-19 500,000 Technology focused on improving student success through mentoring, advising and tutoring 0   Interim reports received and/or attended meetings: 2/2/2021; 5/4/2021; 7/27/2021; 11/2/2021   Interim reports received and/or attended board of directors meetings
    Upswing
          		44 East Avenue Suite 200
    Austin,TX78701     		2020-12-29 340,000 Technology focused on improving student success through mentoring, advising and tutoring 0   Interim reports received and/or attended meetings: 2/2/2021; 5/4/2021; 7/27/2021; 11/2/2021   Interim reports received and/or attended board of directors meetings
    Viridis
          		3505 El Camino Real
    Palo Alto,CA94306     		2017-07-18 500,000 Technology platform providing students with guided career pathways and employer job matching 0   NA   no reports required, Gifted to another organization January 2021
    Viridis
          		3505 El Camino Real
    Palo Alto,CA94306     		2016-08-08 750,000 Technology platform providing students with guided career pathways and employer job matching 0   NA   no reports required, Gifted to another organization January 2021

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    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
              166,346,314       166,346,314  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate bonds 43,730,143 43,730,143

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate stock 582,616,280 582,616,280

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    US Government Securities - End of Year Book Value:

    28,479,859
    US Government Securities - End of Year Fair Market Value:

    28,479,859
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Other FMV 892,484,158 892,484,158

    TY 2021 LandEtcSchedule2
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 4,396,938 4,345,581 51,357 51,357
    FURNITURE AND EQUIPMENT 1,235,782 1,175,120 60,662 60,662
    Tech license fees 301,617 301,617 0  
    Tech related 1,596,225 1,411,843 184,382 184,382


    TY 2021 LegalFeesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 535,540 234,228   268,545


    TY 2021 OtherAssetsSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 12,564,994 24,116,611 24,116,611
    Charitable Remainder Trust 671,987 728,073 728,073
    Investment Proceeds Receivable 54,059,709 3,735,506 3,735,506


    TY 2021 OtherDecreasesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Amount
    Unrealized losses 339,336,291


    TY 2021 OtherExpensesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Grant Evaluations 863,756     3,476,249
    Grant Program Development 7,605,066     4,464,258
    Insurance Expense 142,622     133,725
    Employee Recruiting 58,003     54,385
    Equipment Maintenance 723,938 35,880   638,776
    Seminars and Training 84,509     79,237
    Dues 379,368 314   355,352
    Sponsorships 33,959     31,840
    Subscriptions and Office supplies 114,926     107,757
    Other 90,207     84,580
    OTHER EXPENSES FROM K-1'S   9,397,770    


    TY 2021 OtherIncomeSchedule2
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 60,877 60,877  
    TOTAL OF OTHER INCOME LISTED ON K-1'S   13,160,771  


    TY 2021 OtherIncreasesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Amount
    Unrealized Gains 438,887,451


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Publication Research Projects (Consulting for Research, Editing and Publishing) 293,524     293,525
    Investment Managers, Brokerage, Custodian and Investment Consulting 6,778,184 6,080,031    
    Consulting on Employee Development, Benefits & Compensation 24,696     24,695
    Software (consulting for development, enhancements and maintenance) 466,366     466,366
    General Consulting 236,816     258,535


    TY 2021 TaxesSchedule
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX EXPENSE PER BOOKS 4,436,737     0
    FOREIGN TAXED PAID ON K-1'S   316,644    


    TY 2021 TransfersFrmControlledEntities
    Name:
    Lumina Foundation for Education Inc
    EIN:
    35-1813228
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name US /
    Foreign Address    		 EIN Description Amount
    VIA Alpha LP 88 Main St
    Peapack,NJ079770131     		26-0648552 99% ownership interest in partnership 0
    Total