Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Lumina Foundation for Education Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)820 Massachusetts Ave Suite 1390
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,447,572,232J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 135,360 135,360  
4 Dividends and interest from securities... 12,159,694 15,392,955  
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
List of Attached Documents:
// Content
42,020,517
b Gross sales price for all assets on line 6a 624,909,000
7 Capital gain net income (from Part IV, line 2)... 28,168,263
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
List of Attached Documents:
// Content
16,092 10,336,684 0
12 Total. Add lines 1 through 11........ 54,331,663 54,033,262 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,765,951 125,752   3,625,760
14 Other employee salaries and wages...... 7,415,379 391,955   6,900,501
15 Pension plans, employee benefits....... 1,506,910 160,489   3,166,105
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
611,752 130,108 0 447,198
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250,368 22,860 0 18,737
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,061,866 3,202,177 0 1,403,171
17 Interest............... 225,467     225,467
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,198,804 384,758 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
170,572 573,936 0
20 Occupancy.............. 904,744 81,155   813,914
21 Travel, conferences, and meetings....... 1,183,314 3,972   1,763,495
22 Printing and publications.......... 576,730     493,269
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,639,273 11,319,193 0 12,649,398
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,511,130 16,396,355 0 31,507,015
25 Contributions, gifts, grants paid....... 54,831,247 55,173,681
26 Total expenses and disbursements. Add lines 24 and 25 90,342,377 16,396,355 0 86,680,696
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,010,714
b Net investment income (if negative, enter -0-) 37,636,907
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 22,669,565 12,902,794 12,902,794
3 Accounts receivable right arrow1,321,928
Less: allowance for doubtful accounts right arrow   403,362 1,321,928 1,321,928
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   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) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 343,769 425,217 425,217
10a Investments—U.S. and state government obligations (attach schedule) 9,382,008 Click to see attachment
List of Attached Documents:
// Content
19,829,005 		19,829,005
b Investments—corporate stock (attach schedule)....... 373,651,417 Click to see attachment
List of Attached Documents:
// Content
313,996,528 		313,996,528
c Investments—corporate bonds (attach schedule)....... 44,753,056 Click to see attachment
List of Attached Documents:
// Content
39,577,647 		39,577,647
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 903,160,141 Click to see attachment
List of Attached Documents:
// Content
990,675,400 		990,675,400
14 Land, buildings, and equipment: basis right arrow7,905,219
Less: accumulated depreciation (attach schedule) right arrow7,511,095 332,016 Click to see attachment
List of Attached Documents:
// Content
394,124 		394,124
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
58,515,834 		Click to see attachment
List of Attached Documents:
// Content
68,449,589 		Click to see attachment
List of Attached Documents:
// Content
68,449,589
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,413,211,168 1,447,572,232 1,447,572,232
Liabilities 17 Accounts payable and accrued expenses.......... 36,703,399 6,520,034
18 Grants payable................. 354,700 725,000
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
3,167,547 		Click to see attachment
List of Attached Documents:
// Content
2,496,821
23 Total liabilities (add lines 17 through 22)......... 40,225,646 9,741,855
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,372,985,522 1,437,830,377
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 1,372,985,522 1,437,830,377
30 Total liabilities and net assets/fund balances (see instructions). 1,413,211,168 1,447,572,232
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
1,372,985,522
2
Enter amount from Part I, line 27a .....................
2
-36,010,714
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
322,001,646
4
Add lines 1, 2, and 3 ..........................
4
1,658,976,454
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
221,146,077
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,437,830,377
Form 990-PF (2023)
Form 990-PF (2023)
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 624,909,000   602,353,176 22,555,824
b 5,612,439     5,612,439
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 22,555,824
b     0 5,612,439
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 28,168,263
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
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 right arrow 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) 1 523,153
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........................... 3 523,153
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- ..... 5 523,153
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,564,337
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 2,564,337
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,041,184
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,041,184 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA, 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 2023 or the taxable year beginning in 2023? 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
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
List of Attached Documents:
// Content
.............
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 addressright arrowWWW.LUMINAFOUNDATION.ORG
14
The books are in care ofright arrowERIN ARCHER Telephone no.right arrow (317) 951-5300

Located atright arrow820 Massachusetts Avenue Suite 1390IndianapolisIN ZIP+4right arrow46204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
Yes
 
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
Alisa Miller Director
2.000 		42,250 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Allan Hubbard Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Austan Goolsbee Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Carmen Ambar Twillie Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Christine Pambianchi Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
David Wilson Director
1.000 		32,500 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Joseph Boateng Director
2.000 		34,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Justin Christian Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Kathy Davis Director
2.000 		36,500 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Matt Breitfelder Director
2.000 		34,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Matthew Goldberg Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
William Serrata Director
1.000 		28,000 0 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Chauncy Lennon VP for the Future of Learning and Work & Sr. Stratgeic Advisor
40.000 		384,821 99,652 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Courtney Brown VP of Impact & Planning
40.000 		385,382 101,242 3,433
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Debra Humphreys VP of Strategic Engagement
40.000 		347,660 71,236 0
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Erin Archer VP for Fin and Invest/CFO (as of 8/7/23)
40.000 		167,803 8,537 10,012
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Holiday McKiernan Exec VP/COO/ General Counsel/Secretary (until 2/28/23)
40.000 		151,007 7,532 420
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Hong Linh Nguyen VP, Equity Culture, & Talent
40.000 		336,383 60,119 2,520
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Jamie Merisotis President/CEO
40.000 		1,040,873 118,707 2,520
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Michelle Cooper VP, Public Policy & Executive Director
40.000 		336,696 58,481 3,071
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Timothy Robinson VP General Counsel & Chief of Staff
40.000 		321,872 85,555 3,584
820 Massachusetts Ave
Suite 1390
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
Cody Coppotelli Dir. of Investments
40.000 		240,274 77,542 2,308
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Kevin Corcoran Strategy Director
40.000 		215,225 102,271 3,372
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Shelley Lloyd Dir of HR & Fac
40.000 		210,661 109,341 2,308
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Susan Johnson Dir Op & Grant Admin
40.000 		207,522 84,729 2,308
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Thomas Major Assoc Gen Counsel
40.000 		204,137 51,223 3,372
820 Massachusetts Ave
Suite 1390
Indianapolis,IN46204
Total number of other employees paid over $50,000...................right arrow 48
Form 990-PF (2023)
Form 990-PF (2023)
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 2,692,962
675 Jefferson Parkway
Charlottesville,VA22911
Shiel Sexton Company Inc Consutruction Contractor for new office location 1,343,728
902 N Capitol Ave
Indianapolis,IN46204
HCM Strategists LLC Support Lumina's state policy agenda 1,288,587
501 Congress Ave
Suite 257
Austin,TX78701
Kite Washington LLC Rental property manager 589,437
30 S MERIDIAN ST 1100
Indianapolis,IN46204
Moser Consulting Inc Information Technology/Helpdesk Services 542,321
6220 Castleway Drive
Indianapolis,IN46250
Total number of others receiving over $50,000 for professional services.............right arrow36
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 POSTSECONDARY EDUCATION. 11,039,664
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. 2,934,288
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. 1,186,454
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 ON THE BOARDS OF ACT AND THE CENTRAL INDIANA CORPORATE PARTNERSHIP. OTHER LUMINA STAFF SERVE ON BOARDS SUCH AS THE NELLIE MAE FOUNDATION, INDY CHAMBER, AND THE ARNOLT CENTER FOR INVESTIGATIVE JOURNALISM AT INDIANA UNIVERSITY. 883,954
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 The Reinvestment Fund, Inc: PRI loan to address the level of philanthropic, government, and other financial support to HBCUs. 1,000,000
2 Savi Solutions: Early stage company that has financial technology which makes it easier to navigate the complex landscape of student loan forgiveness and repayment. 500,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow1,500,000
Form 990-PF (2023)
Form 990-PF (2023)
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
1,365,955,472
b
Average of monthly cash balances.......................
1b
17,216,123
c
Fair market value of all other assets (see instructions)................
1c
7,667,854
d
Total (add lines 1a, b, and c).........................
1d
1,390,839,449
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
1,390,839,449
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,862,592
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,369,976,857
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
68,498,843
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
68,498,843
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
523,153
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
523,153
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
67,975,690
4
Recoveries of amounts treated as qualifying distributions................
4
1,386,815
5
Add lines 3 and 4............................
5
69,362,505
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
69,362,505
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
86,680,696
b
Program-related investments—total from Part VIII-B..................
1b
1,500,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,684,846
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
89,865,542
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 69,362,505
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 21,044,755
b From 2019...... 30,158,428
c From 2020...... 10,587,827
d From 2021...... 10,381,849
e From 2022...... 0
f Total of lines 3a through e ........ 72,172,859
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 89,865,542
a Applied to 2022, 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 2023 distributable amount..... 69,362,505
e Remaining amount distributed out of corpus 20,503,037
5 Excess distributions carryover applied to 2023.   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 92,675,896
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		21,044,755
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		71,631,141
10 Analysis of line 9:
a Excess from 2019.... 30,158,428
b Excess from 2020.... 10,587,827
c Excess from 2021.... 10,381,849
d Excess from 2022.... 0
e Excess from 2023.... 20,503,037
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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
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
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 (2023)
Form 990-PF (2023)
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

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. 2,300,133

Georgetown University

37th O Streets Northwest Box 571168
Washington,DC20057 		  PC To examine attainment challenges to meet the needs of the modern workforce. 2,000,000

National Skills Coalition

1250 Connecticut Avenue Northwest S
uite 200
Washington,DC20036 		  PC To mobilize a diverse set of cross-sector teams from 15-20 states committed to expanding equitable access to and completion of quality non-degree credentials. 1,200,000

National Student Clearinghouse Research Center

2300 Dulles Station Boulevard Suit
Herndon,DC20036 		  PC To produce 2024 & 2025 SCNC reports and add race/ethnicity to the 2024 & 2025 Undergraduate Degree Earners report. 1,007,500

Ithaka SR

One Liberty Plaza 165 Broadway 5th
Floor
New York,NY10004 		  PC To support scaling of stranded credit clearinghouse 1,000,000

Louisiana Community and Technical College System Foundation

265 South Foster Drive
Baton Rouge,LA70801 		  PC To improve the brand-building efforts of the 12 colleges in the Louisiana Community and Technical College System to support enrollment of adult learners. 1,000,000

Association of Chamber of Commerce Executives Foundation

1330 Braddock Place Suite 300
Alexandria,VA22202 		  PC To support 10-12 new communities to drive growth of credentialing and degree programs in their regions. 994,000

Hechinger Report The

525 W 120th Street Box 127
New York,NY10004 		  PC To support in-depth national coverage on improving educational opportunities beyond high school. 850,000

US Chamber of Commerce Foundation

1615 H Street Northwest
Washington,DC20005 		  PC To continue developing and implementing resources to states and community college partners for application of the Talent Pipeline Management framework. 835,000

Foundation for California Community Colleges

1102 Q Street Suite 4800
Sacramento,CA95811 		  PC To strengthen the three selected High Road Construction Careers partnership models between the State Building Trades, California Workforce Development Board, and other community organizations. 800,000

Higher Learning Advocates

1201 Connecticut Ave NW Suite 651
Washington,DC20036 		  PC To support the organization's operations, strategic redevelopment, organizational planning, and responsive capacity changes. 750,000

National Fund for Workforce Solutions

1250 Connecticut Ave NW suite 200
Washington,DC20036 		  PC To drive coordinated policy and practice changes across workplaces, workforce, and postsecondary education systems to ensure that race does not dictate employment outcomes. 700,000

New America Foundation

740 15th Street Northwest Suite 90
Washington,DC20005 		  PC To support a cohort of community colleges in strengthen, modernize, and update business models to enhance workforce development offerings. 700,000

University of Pittsburgh

Office of Sponsored Programs Admini
300 Murdoch One Bldg
Pittsburgh,PA15260 		  PC To support the implementation of the REACH Deeper college cohort 698,500

American Institutes for Research

1400 Crystal Drive 10th Floor
Arlington,VA22202 		  PC To research institutional change efforts that support adult learner participation 675,000

Century Foundation Inc The

One Whitehall Street 15th Floor
New York,NY10004 		  PC To expand the current Industry and Inclusion cohort to serve three community college systems in geographic regions that have large federal investments through the Build Back Better and Good Jobs Challenge programs. 650,000

Education Writers Association

1825 K Street NW Suite 200
Washington,DC20006 		  PC To support training for journalists that fosters informed, in-depth coverage of higher education and workforce training issues. 650,000

New America Foundation

740 15th Street Northwest Suite 90
Washington,DC20005 		  PC To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students 650,000

Century Foundation Inc The

One Whitehall Street 15th Floor
New York,NY10004 		  PC To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students. 625,000

Research Foundation of State University of New York

PO Box 9
Albany,NY122010009 		  PC To support the implementation of Strategic Enrollment Management plans at SUNY Community Colleges. 613,000

American University

4400 Massachusetts Avenue NW
Washington,DC200168033 		  PC To support expansion and use of a toolkit for higher education to respond to rising anti-democratic attitudes and beliefs. 600,000

Behavioral Ideas Lab Inc

80 Broad Street 30th Floor
New York,NY10004 		  PC To transform admissions processes using behavioral science to increase adult enrollment in BA programs 600,000

Education Trust Inc The

1501 K Street NW Suite 200
Washington,DC20005 		  PC To support Ed Trust's capacity to engage with state and federal policymakers to preserve and advance equity in higher education policy 600,000

Foundation for California Community Colleges

1102 Q Street Suite 4800
Sacramento,CA95811 		  PC To support participation through the continuation of the strategic enrollment management work with an emphasis on implementation. 600,000

Foundation for California Community Colleges

1102 Q Street Suite 4800
Sacramento,CA95811 		  PC To support the California Community College System's deeper participation in the REACH Collaborative. 600,000

State Higher Education Executive Officers

3035 Center Green Drive Suite 100
Boulder,CO80301 		  PC To promote improved student mental health through state/system policy recommendations. 600,000

Research Foundation of State University of New York

PO Box 9
Albany,NY122010009 		  PC To support the New York Student Success Center's deeper participation in the REACH Collaborative. 595,000

American Association of State Colleges and Universities

1717 Rhode Island Ave NW Suite 700
Washington,DC20036 		  PC To prepare higher education leaders to create the conditions for an inclusive, equitable, and just democracy. 575,000

Colorado Community College System Foundation The

9101 E Lowry Boulevard
Denver,CO80230 		  PC To support the Colorado Community College System's deeper participation in the REACH Collaborative. 565,000

Corporation for a Skilled Workforce

PO Box 17
Hartland,MI48353 		  PC To extend and expand the ACE-UP community of practice. 550,000

Institute for College Access and Success The

1300 Clay Street Suite 1020
Oakland,CA94612 		  PC To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students. 550,000

University of Texas System The

210 W 7th Street
Austin,TX78701 		  PC To further advance the University of Texas System's Equitable Student Pathways Project. 550,000

American Association of Colleges and Universities

1818 R Street Northwest
Washington,DC20009 		  PC To develop campus models connecting curricula to career preparation. 507,000

Campaign for College Opportunity

1149 South Hill Street Suite 925
Los Angeles,CA90015 		  PC To support the Campaign for College Opportunity's state policy efforts and affirmative action research 500,000

Free Press Indiana Inc

805 N Audubon Rd
Indianapolis,IN46219 		  PC To support collaboration among news outlets in Indiana through editorial partnerships and coordinated coverage. 500,000

MDRC

200 Vesey Street 23rd Floor
New York,NY10281 		  PC To conduct research on promising programs and policies that community college are implementing for part-time students 500,000

North Carolina Community Colleges System Office

200 W Jones Street
Raleigh,NC27603 		  PC To support the North Carolina Community College System's deeper participation in the REACH Collaborative. 500,000

Roadtrip Nation

1626 Placentia Avenue
Costa Mesa,CA92627 		  PC To support a roadtrip documentary following Black male students exploring options for learning beyond high school. 500,000

San Diego State University Research Foundation

5250 Campanile Drive
San Diego,CA921821931 		  SO III FI To support the National Consortium on College Men of Color (NCCMC). 500,000

Texas Community College Education Initiative

1304 San Antonio St Ste 201
Austin,TX787011686 		  PC To support the Texas Success Center's deeper participation in the REACH Collaborative. 500,000

Virginia Community College System

300 Arboretum Place Suite 200
Richmond,VA23236 		  PC To support the Virginia Community College System's deeper participation in the REACH Collaborative. 500,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC To conduct research on colleges closing equity gaps between adult learners of color and their peers. 495,000

Rutgers The State University of New Jersey

Office of Research and Sponsored Pr
57 US Highway 1
New Brunswick,NJ089018554 		  PC To research student perspectives on community college noncredit programs 486,000

PEN America

588 Broadway Suite 303
New York,NY10012 		  PC To defend against educational censorship and uplift the first principles of democracy. 484,000

Washington University

1 Brookings Drive
St Louis,MO631304899 		  PC To research credential quality and equity implications. 474,200

Second Nature Inc

160 Alewife Brook Parkway 1182
Cambridge,MA02138 		  PC To drive equitable, holistic climate solutions across institution types and assets. 447,808

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 equitable distribution of funding and accountability in higher education. 425,000

Candid

PO Box 22799
New York,NY100872799 		  PC To provide operational support in the programmatic expansion of Candid and Demographics via Candid. 400,000

Jobs to Move America

525 South Hewitt Street
Los Angeles,CA90013 		  PC To empower workers, communities, and community colleges in Alabama to provide pre-apprenticeship coursework around careers in the green industrial economy. 400,000

Postsecondary National Policy Institute

1828 L Street NW Suite 300-E c/o Ne
w Venture Fund
Washington,DC20036 		  SO I To support non-partisan efforts to provide professional development on higher education policy to Congressional staff and policymakers 400,000

Young Invincibles

1025 Connecticut Avenue NW Suite
Washington,DC200365405 		  PC To elevate student voices in federal and state higher education policy pertaining to college affordability and basic needs. 400,000

National Association of Student Personnel Administrators

111K Street Northeast 10th Floor
Washington,DC200024409 		  PC To expand and support NASPA's Advising Success Network. 396,750

Campus Compact

89 South Street Suite 103
Boston,MA02111 		  PC To build infrastructure, increase student engagement, and complete a landscape analysis of community college civic/democracy supports. 372,500

Regents of the University of Michigan

3003 S State Street
Ann Arbor,MI481091274 		  PC To understand the paths noncredit students take by leveraging administrative data for 5 states. 370,000

Multiplier

548 Market St PMB 81178
San Francisco,CA94101 		  PC To scale Climate Wayfinding leveraging higher education. 365,000

EdSource

436 14th Street Suite 310
Oakland,CA94612 		  PC To support coverage of higher education issues in California. 350,000

James B Hunt Jr Institute for Educational Leadership and Policy Foundatio

4000 Centregreen Way Suite 301
Cary,NC27513 		  PC To support the Hunt Institute in creating meaningful platforms to engage policymakers 350,000

Jobs for the Future Inc

50 Milk Street Floor 17
Boston,MA02109 		  PC To support non-partisan efforts to provide professional development on workforce and higher education policy to Congressional staff, executive branch staff, and policymakers 350,000

New America Foundation

740 15th Street Northwest Suite 90
Washington,DC20005 		  PC To build capacity to reimagine the American narrative and to bring inclusive wellbeing frameworks into policy conversations 350,000

State Higher Education Executive Officers

3035 Center Green Drive Suite 100
Boulder,CO80301 		  PC To support state higher education funding formula equity audits and national conferences. 350,000

Temple University - of The Commonwealth System of Higher Education

1805 N Broad Street
Philadephia,PA191226104 		  PC To support the Hope Center's policy efforts around meeting the basic needs of students. 350,000

The Conversation US Inc

303 Wyman Street Suite 300
Waltham,MA02451 		  PC To support higher education researchers sharing their expertise on postsecondary access, attainment, and affordability with mainstream audiences. 350,000

Volcker Alliance Inc

39 Broadway Suite 1930
New York,NY10006 		  PC To strengthen the Next Generation Service Corps national network and prepare for an impact evaluation. 350,000

Aspen Institute The

2300 N Street NW Suite 700
Washington,DC20037 		  PC To launch a new task force on higher education and climate action 340,000

Urban Institute The

500 LEnfant Plaza SW
Washington,DC20024 		  PC To support four-year institutions in collecting student parent data to improve and inform policy and practice. 330,000

Minnesota Humanities Center

987 Ivy Avenue East
St Paul,MN55106 		  PC To support institutions in Indiana and nationally implement a new curricular intervention that promotes civic agency. 300,000

National Association for College Admission Counseling

1050 North Highland Street Suite 4
Arlington,VA22201 		  PC To design NACAC's Center for Reimagining College Access 300,000

National Conference of State Legislatures

7700 East First Place
Denver,CO802307143 		  NC To advance Lumina's public policy priorities among state legislators. 300,000

Open Campus Media Inc

One Thomas Circle NW 700
Washington DC,IN20005 		  PC To support in-depth coverage of race and equity in higher education, and higher education coverage in Indiana. 275,000

American Council on Education

One Dupont Circle NW Suite 800
Washington,DC200361193 		  PC To generate a series of data products designed to identify potential leavers for public policy solutions and institutional strategies. 250,000

Campus Compact

89 South Street Suite 103
Boston,MA02111 		  PC To implement the College Renaissance Corps in partnership with community college systems. 250,000

Century Foundation Inc The

One Whitehall Street 15th Floor
New York,NY10004 		  PC To support the third cohort of Next100 policy entrepreneurs and apply research on inclusive policymaking with partner organizations. 250,000

Council for Opportunity in Education

1025 Vermont Ave NW Suite 400
Washington,DC20005 		  PC To conduct research with Black, Hispanic, and Indigenous learners on the value of postsecondary education. 250,000

Higher Learning Commission

230 South LaSalle Street Suite 7-5
Chicago,IL60604 		  PC To create a new business model focused on short-term credentials that include and expand beyond traditional programs and degrees. 250,000

NALEO Educational Fund

1122 West Washington Boulevard Thi
Los Angeles,CA90015 		  PC To support NALEO Education Fund's policymaker education and professional development on talent development and racial equity for Latino elected/appointed officials 250,000

Pennsylvania State University

110 Technology Center Building
University Park,PA16802 		  PC Supporting academic policy research leading to more equitable higher education funding policies. 250,000

Texas Tribune The

919 Congress Avenue 6th Floor
Austin,TX78701 		  PC To support in-depth, student-centered reporting on postsecondary pathways in Texas. 250,000

Urban Institute The

500 LEnfant Plaza SW
Washington,DC20024 		  PC To align new and existing trend data across multiple federal entities and produce analyses using the data 250,000

Texas Community College Education Initiative

1304 San Antonio St Ste 201
Austin,TX787011686 		  PC To support the Texas Association of Community Colleges (TACC) to provide technical assistance to implement the new community college funding formula. 225,000

Research Foundation of CUNY

230 West 41st Street 7th Floor
New York,NY10036 		  PC To support CUNY's Second Year Success Campaign and CUNY's Lecturer Hiring Initiative 204,700

Amalgamated Foundation

1825 K Street NW
Washington,DC20006 		  PC To address philanthropy's historical practices through a transparent, self-critical process. 200,000

Institute for Higher Education Policy

1615 L Street NW Suite 310
Washington,DC20036 		  PC To examine higher education's role and activating policy change to narrow the racial wealth gap 200,000

Massachusetts Alliance for Early College Inc

588 Boston Post Road Suite 150
Weston,MA02493 		  PC To facilitate cross-site learning and faculty professional development for Massachusetts's equity-minded early college programs 200,000

Phi Theta Kappa Foundation

1625 Eastover Drive
Jackson,MS39211 		  PC To improve the way colleges promote community college enrollment and attendance. 200,000

Seattle Foundation The

1601 Fifth Avenue Suite 1900
Seattle,WA981013615 		  PC To support the Equitable Evaluation Initiative. 200,000

Southern Education Foundation Inc

101 Marietta Street NW Suite 1650
Atlanta,GA30303 		  PC To explore how greater K12 integration may support higher education access, diversity, and completion 200,000

State of Idaho Board of Education

650 W State Street PO 83720
Boise,ID837200037 		  PC To expand Idaho's direct admissions program and create a regional multi-state direct admissions compact 200,000

Urban Institute The

500 LEnfant Plaza SW
Washington,DC20024 		  PC To expand data collection activities and support with the ACE-UP community colleges cohort. 200,000

Veterans Education Success

1501 K Street NW Suite 200
Washington,DC20005 		  PC To support engagement with Department of Education negotiated rulemaking. 200,000

Bipartisan Policy Center Inc

1225 Eye Street NW Suite 1000
Washington,DC20005 		  PC To develop and advance policy solutions designed to improve college completion and college affordability 195,000

University of Notre Dame

Finance Office1100 Grace Hall
Notre Dame,IN465565612 		  PC To support the Wilson Sheehan Lab for Economic Opportunities (LEO). 190,000

Arizona State University Foundation for A New American University

PO Box 2260 300 East University Dri
Tempe,AZ852802260 		  PC To provide operational support to the Academy for Innovative Higher Education Leadership. 185,000

Rutgers The State University of New Jersey

Office of Research and Sponsored Pr
57 US Highway 1
New Brunswick,NJ089018554 		  PC To serve as the central hub to disseminate data and research on noncredit education. 185,000

Rockefeller Philanthropy Advisors Inc

90 Church Street Floor 1 7082
New York,NY10008 		  PC To enhance the design of college promise programs to foster greater effectiveness and success outcomes 180,000

Minnesota Office of Higher Education

1450 Energy Park DriveSuite 350
St Paul,MN55108 		  NC To expand Minnesota's direct admissions program and develop a standardized financial aid letter 170,000

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. 155,000

Bismarck State College

1500 Edwards Ave
Bismarck,ND58501 		  PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150,000

Blackhawk Technical College

6004 S County Road G PO Box 5009
Janesville,WI535475009 		  PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150,000

Central Wyoming College Foundation

2660 Peck Avenue
Riverton,WY82501 		  PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150,000

College of Eastern Idaho

1600 South 25th East
Idaho Falls,ID83404 		  PC To support marketing and brand-building efforts around increased enrollment of adult learners. 150,000

Community College of Rhode Island Foundation

1762 Louisquisset Pike
Lincoln,RI02865 		  PC To support brand-building efforts through the built environment to increase the engagement and enrollment of adult learners. 150,000

County College of Morris Foundation

214 Center Grove Road
Randolph,NJ07869 		  PC To support marketing and brand-building efforts around the increased enrollment of adult learners. 150,000

Great Falls College - Montana State University

2100 16th Avenue South
Great Falls,MT59405 		  PC To support marketing, brand-building, and digital access efforts and ultimately increase enrollment of adult learners. 150,000

Institute for Citizens and Scholars The

104 Carnegie Center Suite 301
Princeton,NJ08540 		  PC To support the Citizen Preparation Assessment Working Group. 150,000

Iowa Lakes Community College

19 South 7th Street
Estherville,IA51334 		  PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150,000

Madison Area Technical College

1701 Wright Street
Madison,WI53704 		  PC To improve knowledge and develop sustainable strategies to implement data informed adult student enrollment efforts. 150,000

Northwest-Shoals Community College

800 George Wallace Blvd
Muscle Shoals,AL35661 		  PC To support marketing and brand-building efforts to ultimately increase enrollment of adult learners. 150,000

Quality Education for Minorities Network

1818 N St NW Suite 350
Washington,DC20036 		  PC To develop a framework for Indigenous student success 150,000

Regents of the University of California - Los Angeles

10920 Wilshire Blvd Suite 500
Los Angeles,CA90024 		  PC To build a repository of data and evidence for interventions to support mental health in student populations. 150,000

Reporters Committee for Freedom of the Press

1156 15th Street Northwest 1020
Washington,DC20005 		  PC To support the newsgathering rights of journalists and news organizations in Indiana through legal resources and training. 150,000

South Piedmont Community College Foundation Inc

680 Highway 74 West
Polkton,NC28135 		  PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150,000

Student Organizing Inc

44 Winter StreetFloor 4
Boston,MA02108 		  PC To support Student PIRGs' training, education, and federal advocacy efforts. 150,000

Vassar College

124 Raymond Avenue Box 12
Poughkeepsie,NY12604 		  PC To identify and conduct research on positive deviants in four-year institutions 125,000

Loyola University of Chicago

820 North Michigan Avenue Lewis Tow
Chicago,IL60611 		  PC To support a study on faculty and student perspectives on the intersections of equity, student success, and democratic engagement. 120,000

America Achieves Inc

244 Fifth Avenue Suite F71
New York,NY10001 		  PC To provide general operating support to America Achieves. 110,000

Indiana Town Halls Inc

207 Buckingham Drive
Indianapolis,IN462083625 		  PC To support a nonpartisan platform for civic engagement in democracy through interactive dialogue. 110,000

Association of Governing Boards of Universities and Colleges

1133 20th Street NorthwestSuite 30
Washington,DC20036 		  PC To support the work of the AGB Higher Education as a Strategic Asset Council. 100,000

CareerVillage Inc

1475 Columbia Ct
Palo Alto,CA94304 		  PC To provide operational support for the CareerVillage, Inc. online community. 100,000

Center for Effective Philanthropy The

675 Massachusetts Ave Eleventh Flo
Cambridge,MA02139 		  PC To provide operational support to the Center for Effective Philanthropy. 100,000

Child Advocates

8200 Haverstick RoadSuite 240
Indianapolis,IN46240 		  PC To cover additional film production costs for "Old White Man Gets Woke." 100,000

Clackamas Community College

19600 Molalla Avenue
Oregon City,OR970457998 		  PC To continue to support website redesign efforts in support of adult student participation. 100,000

Colorado Succeeds

730 17th St Suite 950
Denver,CO80202 		  PC To support Colorado Succeeds' talent development policy research and advocacy efforts 100,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC To support the creation of a stock photo archive that illustrates today's college students. 100,000

Education Reform Now Inc

276 5th Avenue Suite 704 915
New York,NY10001 		  PC To conduct research and disseminate reports aimed at federal and state policy that responds to the SCOTUS decision. 100,000

Excelencia in Education Inc

1156 15th Street NW Suite 1001
Washington,DC20005 		  PC To support Excelencia in Education's Celebracion de Excelencia and National Policy Forum 100,000

Fond du Lac Tribal and Community College

2101 14th Street
Cloquet,MN55720 		  PC To improve participation through college website optimization. 100,000

Indian Hills Community College

525 Grandview Ave
Ottumwa,IA52501 		  PC To continue to support website redesign efforts in support of adult student participation. 100,000

Linn-Benton Community College Foundation

6500 Pacific Blvd SW
Albany,OR97321 		  PC To support website redesign efforts in support of adult student participation. 100,000

Minnesota State Colleges and Universities

30 East 7th Street Suite 350
St Paul,MN55101 		  PC To support participation through the continuation of the strategic enrollment management work with an emphasis on implementation. 100,000

National League of Cities Institute

660 North Capitol Street NW
Washington,DC20002 		  PC To support the National League of Cities in the implementation of the Good Jobs, Great Cities project. 100,000

New Venture Fund

1201 Connecticut Avenue NW Suite
Washington,DC20036 		  PC To support the U.S Impact Investing Alliance. 100,000

Northwestern Michigan College Foundation

1701 E Front Street
Traverse City,MI49686 		  PC To update the Northwestern Michigan College (NMC) brand to improve the prospective student's initial encounter with NMC. 100,000

Oconee Fall Line Technical College

1189 Deepstep Rd
Sandersville,GA31082 		  PC To support website and campus navigation improvements in support of adult student participation. 100,000

Rockefeller Philanthropy Advisors Inc

90 Church Street Floor 1 7082
New York,NY10008 		  PC To support a strong pathways field 100,000

Roosevelt Institute The

570 Lexington Avenue 5th Floor
New York,NY10022 		  PC To convene a working session to elevate the education and training needs to implement federal industrial policy 100,000

University of Virginia

914 Emmet StreetBox 400195
Charlottesville,VA229034829 		  PC To support a meeting of higher education leaders, democracy movement representatives, and philanthropic leaders during Democracy 360 100,000

Western Interstate Commission for Higher Education

3035 Center Green Drive Suite 200
Boulder,CO803012204 		  PC to support a mental health policy roundtable for WICHE member states. 100,000

Western Nevada College Foundation

2201 West College Parkway
Carson City,NV89703 		  PC To support website redesign and digital information access efforts in support of adult student participation 100,000

National Association of College and University Attorneys

1 Dupont Circle NW Suite 620
Washington,DC20036 		  PC To support the development of the Leadership Development Institute pilot 99,000

New America Foundation

740 15th Street Northwest Suite 90
Washington,DC20005 		  PC To support events and trainings across the country to illuminate how democracy and climate are intertwined 99,000

Michigan Department of Labor and Economic Opportunity

2501 Woodlake Circle
Okemos,MI48864 		  PC To continue the growth and implementation of the Talent Pipeline Management framework in Michigan. 95,000

Council for Opportunity in Education

1025 Vermont Ave NW Suite 400
Washington,DC20005 		  PC To pilot the inaugural undergraduate National Student Leadership Congress 90,000

United Nations Educational Scientific and Cultural Organization

7 Place de Fontenoy
Paris SP    
FR 		  GOV Support the collection of best practices across the globe to combat discrimination in tertiary education and share the learnings at a global launch event. 90,000

Colorado State University

6003 Campus Delivery 555 S Howes St
reet
Fort Collins,CO805236003 		  PC To support the national conference for the Association of Undergraduate Education at Research Universities and the HBCU Student Success Pre-Conference. 85,000

GSV Summit LLC

875 North Michigan Avenue Suite 352
Chicago,IL60611 		  PC To support the 2024 ASU-GSV Summit. 80,000

Sagamore Institute Inc

1630 North Meridian StreetSuite 450
Indianapolis,IN46202 		  PC To support the Workforce 2040: Pathways to Prosperity project. 75,000

Brookings Institution The

1775 Massachusetts Ave NW
Washington,DC200362188 		  PC To host a public event to launch a nationwide indicator of vulnerability to misinformation 70,000

Regents of the University of California - Irvine

Office of Research 160 Aldrich Hall
Irvine,CA926977600 		  PC To support a pilot institute to explore strategies to advance the mission of higher education in nationally and locally politically polarized environments 60,300

American Association of Colleges and Universities

1818 R Street Northwest
Washington,DC20009 		  PC To support the evaluation efforts of Truth, Racial Healing, and Transformation Campus Centers 50,000

Community Learning Partnerships Inc

710 Canyon Oaks Drive Unit G
Oakland,CA94605 		  PC To support a national convening for 10 states with interest in adopting the California Youth Leadership Corps model 50,000

Philanthropy for Active Civic Engagement

611 Pennsylvania Ave SE 372
Washington,DC20003 		  PC To support the release of the updated Civic Language Perceptions Project. Events are yet to be determined, but the previous release involved a half-dozen webinars and related materials. 50,000

Public Policy Institute of California

500 Washington Street Suite 600
San Francisco,CA94111 		  PC To support PPIC's research on higher education finance in California. 50,000

Urban Institute The

500 LEnfant Plaza SW
Washington,DC20024 		  PC To support a Post SCOTUS Affirmative Action Decision Convening hosted by the Urban Institute. 50,000

Campus Compact

89 South Street Suite 103
Boston,MA02111 		  PC To support community college participation and leadership at Compact24 40,000

Organisation for Economic Cooperation and Development

2 rue Andre-Pascal
F Paris Cedix    
FR 		  GOV To support a convening on the role of colleges in regional SDG efforts 40,000

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		  PC To support the 2022 United Way Campaign. 30,429

Association of Research Libraries

21 Dupont Circle NW Suite 800
Washington,DC20036 		  PC To support the inaugural Executive Institute of the Association of Research Libraries, "Research Libraries Navigating Challenges to Free Expression, Academic Freedom, and Inclusion." 30,000

Hope Chicago

303 East Wacker Drive Suite 360
Chicago,IL60601 		  PC To provide program support. 28,000

America's Promise

1110 Vermont Avenue NorthwestSuite
Washington,DC20005 		  PC To support the convening to develop America's Promise Alliance 2024 research agenda. 25,000

CAPACES Leadership Institute

356 Young Street
Woodburn,OR97071 		  PC Part of the TA Fund 25,000

Child Advocates

8200 Haverstick RoadSuite 240
Indianapolis,IN46240 		  PC To support the Interrupting Racism for Children Youth Workshops. 25,000

Columbus Learning Center Management Corporation

4555 Central Avenue Suite 2100
Columbus,IN47203 		  SO I To support the CivicLab - Talent Hubs 2023 Annual Convening 25,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC To support the Women of Color Leadership Summit 25,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC To support the Complete College America 2023 Annual Convening. 25,000

GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION INC

270 Peachtree Street NW
Atlanta,GA30303 		  PC This Grant will support the Black Learner Success Community Conversation Summit which will be developing community-based strategies to address the decline in Black enrollment in postsecondary, vocational, and career pathways in Georgia. The convening will bring together key stakeholders from community-based organizations, Historically Black Colleges and Universities, businesses, and policymakers from across Georgia to address the issue of barriers to college and career access in the state. This is the first opportunity for a state to amplify the work of HCM Strategists, LEVEL UP and Get REAL: Leveraging Explicit Value for Every Black Learner, Unapologetically and share the case-making document and national call to action. 25,000

Louisiana Board of Regents

PO Box 3677
Baton Rouge,LA70821 		  GOV Sponsoring the inaugural Louisiana Meauxmentum Summit, Baton Rouge, LA. 25,000

Missouri College and Career Attainment Network

555 Vandiver Drive
Columbia,MO65202 		  PC As part of the Technical Assistance Fund. 25,000

Missouri Department of Higher Education & Workforce Development

301 W High Street Suite 860
Jefferson City,MO65101 		  GOV The state public financing model has not been restructured since the early 1990s. The state legislature asked for a study to identify and propose a new student-centered model with performance metrics for the institutions, reflecting goals connected to state workforce, economic, and community needs. Funds will help support this study. 25,000

PA Association for College Admission Counseling

PO Box 859
Enola,PA17025 		  PC To provide Technical Assistance to Pennsylvania aligned with Lumina's public policy priorities. 25,000

Public Education Forum of Mississippi Inc

PO Box 23276
Jackson,MS39225 		  PC Support for a postsecondary enrollment marketing campaign targeting African American students in Mississippi. 25,000

Six Sigma Racial Equity Institute Inc

9783 E 116th St 167
Fishers,IN46037 		  PC To support the Six Sigma Racial Equity Institute. 25,000

Steve Fund The

PO Box 9070
Providence,RI02940 		  PC To support a convening regarding post-Affirmative action and student well being 25,000

National Association Of State Directors Of CTE Consortium

8484 Georgia Ave Suite 620
Silver Springs,MD20910 		  PC To create a network scan of states' lists of credentials eligible for federal funding and develop a database of "credentials of value." 25,000

United States Department of Education

400 Maryland Avenue SouthwestRoom 7
Washington,DC20202 		  PC To support the National Summit on Equal Opportunity in Higher Education. 25,000

Alamo Community College District Foundation

201 West Sheridan
San Antonio,TX482041429 		  PC To support the 30th Anniversary Celebration at the 2024 Community College Futures Assembly 20,000

American Association Of Blacks in Higher Education

1155 F St NW
Washington,DC20004 		  PC To support the 2023 AABHE Annual Conference. 20,000

American Association of Colleges for Teacher Education

1602 L Street NW - Suite 601
Washington,DC20036 		  PC To support keynote for AACTE's 2023 annual meeting in Indianapolis 20,000

Community-Engaged Alliance

777 Indiana Ave
Indianapolis,IN46202 		  PC To support the 2023 Summit and Research Symposium 20,000

Concordia Summit Inc

134 E 40th Street Floor 5
New York,NY10016 		  PC Annual membership to Concordia's annual and regional summits. 20,000

GSV Summit LLC

875 North Michigan Avenue Suite 352
Chicago,IL60611 		  PC To support the 2023 ASU-GSV Summit. 20,000

Myfuturenc Inc

301 N WILMINGTON ST
Raleigh,NC27601 		  PC To support myFutureNC's inaugural financial aid summit for practitioners 20,000

Scholarship America

1550 American Boulevard EastSuite 1
Minneapolis,MN554251197 		  PC To discuss critical issues in the private scholarship space, foster collaboration, and share Scholarship America's vision for an equity and data-driven future 20,000

Indianapolis Public Schools Education Foundation Inc

120 East Walnut Street Room 104B
Indianapolis,IN46204 		  PC To support the IPS All-City Band Band Camp 18,700

Association for Institutional Research

2241 North Monroe St PMB 1413
Tallahassee,FL32303 		  PC To support the world's largest gathering of higher education professionals working in institutional research, effectiveness, assessment, and planning. 16,000

Alamo Community College District Foundation

201 West Sheridan
San Antonio,TX482041429 		  PC To support the annual Community College Futures Assembly 15,000

Indiana Black Expo

601 N Shortridge Rd
Indianapolis,IN46219 		  PC To support IBE 2023 Summer Celebration. 15,000

Indiana Latino Expo Inc

1113 E 86th St 111
Indianapolis,IN46240 		  PC To provide general support for 2023 ILE events. 15,000

Indiana Latino Institute Inc

2126 N Meridian Street Suite 100
Indianapolis,IN46202 		  PC To support the 2023 ILI Education Summit 15,000

Indiana University Lilly Family School of Philanthropy

301 University BoulevardUniversity
Indianapolis,IN46202 		  PC To support the Opportunity and Innovation in Higher Education Philanthropy Workshop. 15,000

InnoPower Indy Inc

5868 E 71st Suite E-356
Indianapolis,IN46220 		  PC To support the 5th ANNUAL INNOPOWER MINORITY BUSINESS CONFERENCE 15,000

Ivy Tech Foundation

50 West Fall Creek Parkway North Dr
Indianapolis,IN46208 		  PC To support the Ivy Tech Community College 60th Anniversary Gala. 15,000

Joint Center for Political and Economic Studies Inc

1090 Vermont Avenue NorthwestSuite
Washington,DC200054928 		  PC To support the Joint Center's Future of Black Communities Summit. 15,000

National Conference of State Legislatures

7700 East First Place
Denver,CO802307143 		  NC To sponsor NCSL's Legislative Summit 2023. 15,000

TeenWorks Inc

2820 North Meridian St Suite 1250
Indianapolis,IN46208 		  SO I To support TeenWorks' College Prep Boot Camp which provides an opportunity for students to gain the knowledge and skills to be ready for college. 15,000

Texas Higher Education Foundation

1801 Congress Ave
Austin,TX78701 		  PC To support the Higher EDge 2023: Leading Texas' Future pre-conference 15,000

Urban Manufacturing Alliance

608 Henry St
Brooklyn,NY11231 		  PC To support Urban Manufacturing Alliance's 2023 Baltimore Gathering. 15,000

Minnesota Office of Higher Education

1450 Energy Park DriveSuite 350
St Paul,MN55108 		  NC To meet in-person with national P-20 council leaders that I have connected with. These visits are intended to inform Minnesota's P-20 strategic planning process by providing us with benchmarks about other states' approaches, operations, outcomes, and measures. Ultimately the goal is to inform planning in articulating a clearer philosophical and operational approach for Minnesota's P-20 council. 14,966

Center for Leadership Development

2425 Dr Martin Luther King Jr Str
Indianapolis,IN462085546 		  PC To support the 43rd Annual Minority Achievers Awards and Scholarship Gala. 12,500

Accrediting Commission for Community and Junior Colleges

428 J Street 4th Floor
Sacramento,CA95814 		  PC 2024 ACCJC Partners in Excellence Conference colloquium on best practices in promoting equitable outcomes. 10,000

American Association of Colleges and Universities

1818 R Street Northwest
Washington,DC20009 		  PC To support the annual AAC&U Presidents' Trust Symposium 10,000

American Evaluation Association

2001 K Street NW 3rd Floor
Ft Washington,MD20744 		  PC To support the 2023 American Evaluation Association conference. 10,000

Asian AmericansPacific Islanders in Philanthropy

2201 Broadway 720
Oakland,CA94612 		  PC To support the 2023 AAPIP Network Convening. 10,000

Association for the Study of Higher Education

4505 S Maryland Parkway Box 45306
Las Vegas,NV891543068 		  PC To support the Association for the Study of Higher Education's annual conference. 10,000

Association of Black Foundation Executives Inc

55 Exchange Place Suite 401
New York,NY10005 		  PC To support the 2023 ABFE Harambee Conference. 10,000

Be Nimble Foundation Inc

520 East Washington Street
Indianapolis,IN46204 		  PC To provide general partnership Seed Sponsorship for Black Innovation Week + Garden Pardi. 10,000

CareerVillage Inc

1475 Columbia Ct
Palo Alto,CA94304 		  PC To support the development of materials that promote the Let's Talk Series. 10,000

Central Indiana Community Foundation

615 N Alabama St 119
Indianapolis,IN46204 		  PC To support the discussion on "Weathering: The Extraordinary Stress of Ordinary Life in an Unjust Society" by Dr. Arline Geronimus. 10,000

Christian Theological Seminary

1000 West 42nd Street
Indianapolis,IN46208 		  PC To support the Faith & Action Fall Event 10,000

Coburn Place Safe Haven II Inc

604 East 38th Street
Indianapolis,IN46205 		  PC To provide support through an apartment sponsorship. 10,000

Coleridge Initiative Inc

1740 Broadway 15th Floor
New York,NY10019 		  PC To highlight the transformative potential of collaborations between federal and state agencies and researchers that use linked administrative data to produce actionable insights to improve government programs. 10,000

Community Partners

1000 Alameda Street Suite 240
Los Angeles,CA90012 		  PC To support California Competes' higher education policy institutes 10,000

Council for Opportunity in Education

1025 Vermont Ave NW Suite 400
Washington,DC20005 		  PC To support the annual COE conference 10,000

District of Columbia College Access Program

1425 K Street NW Suite 200
Washington,DC20005 		  PC To support the Beating the Odds summit. 10,000

Economic Club of Indiana The

1630 North Meridian Street
Indianapolis,IN46202 		  PC To support the 2023-2024 Economic Club luncheon series. 10,000

Five Pearls Foundation

PO Box 2271
Indianapolis,IN46206 		  PC To support the Iota Zeta chapter annual Youth Step Down Competition 10,000

Funders Together to End Homelessness Inc

89 South Street Suite 603
Boston,MA02111 		  PC Membership dues for 2023-24 for Workforce Matters Funder Network 10,000

Grantmakers for Education

400 SE 103rd Drive 33348
Portland,OR97216 		  PC To suppport the 2023 GFE Annual Conference. 10,000

Grantmakers for Effective Organizations

1725 DeSales Street Northwest Sui
Washington,DC200364406 		  PC To support the 2023 GEO Learning Conference. 10,000

Hispanics in Philanthropy

414 13th Street Suite 200
Oakland,CA94612 		  PC To support the CHANGE Philanthropy's 2023 Unity Summit. 10,000

Horton's Kids Inc

2233 Hunter Place SE
Washington,DC20020 		  PC To support the 15th Annual Home Runs for Horton's Kids. 10,000

Indiana Conference for Women LTD

9245 North Meridian Street Suite 3
Indianapolis,IN46260 		  PC To support the 2023 Indiana Conference for Women. 10,000

Indiana Humanities Council

1500 North Delaware
Indianapolis,IN46202 		  PC To support the 2023 National Humanities Conference 10,000

Indiana University Foundation

PO Box 500
Bloomington,IN47402 		  PC To support The Arnolt Center for Investigative Journalism's annual symposium 10,000

La Plaza Inc

8902 East 38th Street
Indianapolis,IN46226 		  PC To support the Night of the Americas and FIESTA Indianapolis events 10,000

Madam Walker Legacy Center

617 Indiana Avenue Suite 320
Indianapolis,IN462023173 		  PC To support the 2023 MWLC Legacy Fest. 10,000

Martin University

2186 North Sherman Drive
Indianapolis,IN46218 		  PC To support the Martin University 2023 Empowering Excellence Gala 10,000

Mass Ave Cultural Arts District

342 Mass Ave
Indianapolis,IN46204 		  PC To provide general support to the Mass Ave Cultural Arts District 10,000

Men of Vision Empowering

2427 Ross Common Ct
Indianapolis,IN46229 		  PC To support Men of Vision Empowering's activities mentoring young Black males. 10,000

National Association of Student Personnel Administrators

111K Street Northeast 10th Floor
Washington,DC200024409 		  PC To support the 2024 NASPA Community Colleges Institute 10,000

One World Education

1800 KENYON ST NW
Washington,DC20010 		  PC To support the One World Education Graduation Celebration and Fundraiser 10,000

Phila Hospital and Health Care District 1199C Training and Upgrading Fund

100 South Broad Street 10th Floor
Philadelphia,PA19110 		  PC District 1199C Training Fund (Philadelphia, PA), 3rd place winner of Lumina Foundation's Beautiful Minds competition, in partnership with Freethink. 10,000

Scholarship America

1550 American Boulevard EastSuite 1
Minneapolis,MN554251197 		  PC To support the 2023 An Evening with Scholarship America 10,000

School on Wheels (SOW)

2955 N Meridian Street Suite 250
Indianapolis,IN46208 		  PC To provide support for the Brightlane Learning Education Celebration Speaker 10,000

Southern Regional Education Board

592 Tenth Street Northwest
Atlanta,GA303185790 		  PC To support the 2nd annual SREB Student Success Summit. 10,000

Teach Indy Inc

1630 N Meridian Street Suite 450
Indianapolis,IN46202 		  PC To support the 2023 Teach Indy Educators Conference 10,000

The Common Application Inc

3003 Washington Blvd Suite 1000
Arlington,VA22201 		  PC To support 2023 College Signing Day. 10,000

United Philanthropy Forum

1020 19th Street NW Suite 360
Washington,DC20036 		  PC To support the 20th Annual Foundations on the Hill. 10,000

United States Department of Education

400 Maryland Avenue SouthwestRoom
Washington,DC20202 		  PC To support the Raise the Bar Data Summit 10,000

UNITE-LA

350 South Bixel Street Suite 160
Los Angeles,CA90017 		  PC Celebrating the Future of Collaboration symposium, marking 25th anniversary of UNITE-LA. 10,000

Research Foundation of CUNY

230 West 41st Street 7th Floor
New York,NY10036 		  PC To support the 2024 CUNY Teaching and Learning Conference designed to support, elevate, and recognize faculty teaching excellence. 9,700

Afghan American Community Center Inc

7710 Hackbury Court Unit A
Indianapolis,IN46227 		  PC To support a new Indy-area nonprofit assisting Afghan refugees. 7,500

Indiana Bar Foundation

615 North Alabama Suite 426
Indianapolis,IN46204 		  PC To support the Mock Trial Diversity Initiative 7,500

Indianapolis Press Club Foundation Inc

PO Box 40923
Indianapolis,IN462400923 		  PC To support the 2023 Thomas R. Keating Competition. 7,500

Madam Walker Legacy Center

617 Indiana Avenue Suite 320
Indianapolis,IN462023173 		  PC To support educational and cultural programming. 7,500

OutCare Health Inc

7050 Wildridge Dr
Indianapolis,IN46256 		  PC To support OutCare's LGBTQ+ initiatives. 7,500

United Negro College Fund

3737 North Meridian Street Suite 5
Indianapolis,IN46208 		  PC To support the 2023 UNCF Indy Masked Ball. 7,500

American Association of Community Colleges

One Dupont Circle NW Suite 700
Washington,DC20036 		  PC To support the Post-Conference Session: Elevating the Role of Community Colleges in the Semiconductor Ecosystem 6,500

Generation Patient

1962 Dockside Dr
Greenwood,IN46143 		  PC To support the 2023 Generation Patient Virtual Health Advocacy Summit 6,000

Lawrence Township School Foundation

6501 Sunnyside Road
Indianapolis,IN46236 		  PC To support students competing in the VEX World Robotics Competition 6,000

Cancer Support Community of Central Indiana

5150 West 71st Street
Indianapolis,IN46268 		  PC To support the 2023 Laughing Matters fundraiser. 5,500

Foster Success

546 East 17th Street Suite 206
Indianapolis,IN46202 		  PC To support the Breaking Down Barriers event. 5,500

Arts Council of Indianapolis

924 North Pennsylvania Street
Indianapolis,IN46204 		  PC To support the 2023 Start with Art event. 5,000

Association of Public and Land-grant Universities

1307 New York Avenue Northwest Su
Washington,DC200054722 		  PC Engaging campus leaders to consider how systemic changes can lead to positive and sustainable outcomes in equitable student success, affordability and access. 5,000

Ball State University

2000 W University Avenue
Muncie,IN473061099 		  PC To support The Partnership Project, a special edition by the Ball State Daily News. 5,000

Big Brothers Big Sisters of Central Indiana Inc

1433 N Meridian Street
Indianapolis,IN462084715 		  PC To support The Main Event 2023. 5,000

Bloomington Pearl Foundation

PO Box 1044
Bloomington,IN47402 		  PC To support the 2023 Finer Womanhood Celebration 5,000

Casa Chirilagua

4109 Mount Vernon Ave
Alexandria,VA22305 		  PC To support the Local Leaders Program. 5,000

Central Indiana Community Foundation

615 N Alabama St 119
Indianapolis,IN46204 		  PC To support the 2023 Power of Women Event 5,000

Central Indiana Corporate Partnership Foundation

1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		  PC To support the 2023 Mira Awards. 5,000

Children's Bureau Inc

1575 Dr Martin Luther King Jr Str
Indianapolis,IN46202 		  PC To support the 14th Annual Firefly Children & Family Alliance Trivia Night 5,000

Children's Museum of Indianapolis Inc

3000 North Meridian Street
Indianapolis,IN46208 		  PC To support 2023 Museum by Moonlight. 5,000

College Mentors for Kids Inc

6081 East 82nd Street Suite 420
Indianapolis,IN46250 		  PC To support the 2023 College Mentors for Kids National Conference 5,000

Collegiate Directions Inc

4827 Rugby Avenue Ste 001
Bethesda,MD20814 		  PC To support the CDI Scholars Annual Benefit. 5,000

Conner Prairie Museum Inc

13400 Allisonville Road
Fishers,IN46038 		  PC To support the Conner Prairie Museum Theatre. 5,000

Cornell University School of Industrial and Labor Relations

ILR Deans Office 309 Ives Hall
Ithaca,NY14853 		  PC To support the ILR Awards Ceremony in honor of Lumina Director, Christy Pambianchi. 5,000

Courageous Conversation Global Foundation

8465 West Sahara STE 111-324
Las Vegas,NV89117 		  PC To support and evening of celebration and conversation. 5,000

DePauw University

313 Locust StreetPO Box 37
Greencastle,IN461350037 		  PC To honor the retirement of Holiday Hart McKiernan. 5,000

El Sistema Indianapolis

4835 N Illinois Street
Indianapolis,IN46208 		  PC To support the summer camp of free ensemble music education for underserved students. 5,000

EmployIndy

101 W Washington Street Suite 120
Indianapolis,IN46204 		  PC To support the 22nd Annual Mayor's Celebration of Diversity. 5,000

Foster Success

546 East 17th Street Suite 206
Indianapolis,IN46202 		  PC To support Foster Success's efforts to assist young adults transition our of foster care. 5,000

Glendale College Foundation

1500 North Verdugo Road
Glendale,CA912082894 		  PC To support publication of student-led El Vaquero Newspaper at Glendale Community College 5,000

Grantmakers for Education

400 SE 103rd Drive 33348
Portland,OR97216 		  PC To support, along with other foundations, a GFE/SREE fellow to conduct a study of joint interest. 5,000

Heartland Film Inc

8950 Otis Ave
Indianapolis,IN46216 		  PC To support the 2023 Heartland Film Festival 5,000

Indiana Fiscal Policy Institute

601 South Meridian Street Suite 1E
Indianapolis,IN46225 		  PC To support the Indiana Fiscal Policy Institute Annual Luncheon 5,000

Indianapolis Downtown Inc

111 Monument Circle Suite 250
Indianapolis,IN46204 		  PC To support the 2023 State of Downtown Indy and 30th Anniversary Celebration 5,000

Indy Reads

40 East Saint Claire Street
Indianapolis,IN46204 		  PC To support the Indy Reads' Literacy Foundations, Community Classrooms, High School Equivalency, and Workforce Certifications 5,000

Jobs for America's Graduates Inc

1600 Duke Street Suite 210
Alexandria,VA223142720 		  PC To support the Jobs for America's Graduates National Student Leadership Academy 5,000

Latino Community Development Corporation

9445 Champton Dr
Indianapolis,IN46254 		  PC To support the 2023 Santa Comes to Town event. 5,000

Leadership Conference Education Fund The

1620 L Street NW 1100
Washington,DC20036 		  PC To support the We The Majority: Annual Fundraising Reception 5,000

Miami Nation of Indians of the State of Indiana Inc

PO Box 41
Peru,IN46970 		  PC To support the Miami Nation of Indiana with a land acknowledgment gift. 5,000

Mitch Daniels Leadership Foundation

880 Monon Green Blvd Suite 101
Carmel,IN46032 		  PC To support the annual MDLF event honoring the 2023 Daniels Prize Award recipient Teresa Lubbers. 5,000

Mount Moriah Missionary Baptist Church

2349-51 North Keystone Way
Indianapolis,IN46218 		  PC To support free/low-cost community enrichment programs including home economics, job readiness, violence prevention and youth programs. 5,000

Naptown African American Theatre Collective Inc

PO Box 44495
Indianapolis,IN46244 		  PC To support the Detroit '67 production. 5,000

New Venture Fund

1201 Connecticut Avenue NW Suite
Washington,DC20036 		  PC To support the CJSF Annual Partner Convening. 5,000

Outreach Inc

PO Box 11416
Indianapolis,IN46201 		  PC To support the 2023 Walking for Dreams. 5,000

PAVE Inc

1342 Florida Ave NW
Washington,DC20009 		  PC To support the PAVE Parent Power Gala 5,000

Pennsylvania State University

110 Technology Center Building
University Park,PA16802 		  PC To support an Academy focused on how to recruit, advance, and retain Faculty of Color. 5,000

RAND Corporation

1776 Main StreetPO Box 2138
Santa Monica,CA904072138 		  PC To support a webinar presenting research findings from the Strengthening the Manufacturing Workforce in Ohio, for the Ohio Manufacturing Association (OMA) 5,000

Steward Speakers Inc

PO Box 88104
Indianapolis,IN46208 		  PC To support the 2023 Steward Speakers Annual Gala. 5,000

Tennessee State Collaborative on Reforming Education

1207 18th Avenue South Suite 326
Nashville,TN37212 		  PC The summit will elevate ways for education to workforce pathways to be transformed so that Tennesseans are prepared for the jobs of the future and discuss how business leaders can lead that needed transformation. 5,000

United Negro College Fund

8260 Willow Oaks Corporate DrivePO
Fairfax,VA220318044 		  PC To support the UNCF UNITE Conference 5,000

Grantmakers for Effective Organizations

1725 DeSales Street Northwest Sui
Washington,DC200364406 		  PC To support a cocktail reception after the American Evaluation Association conference that brings together evaluations directors in philanthropy and the Center for Evaluation Innovation. 4,800

Iibada Dancers Inc

PO Box 22265
Indianapolis,IN46222 		  PC To support the Iibada 2023 Spring Production. 4,500

Indiana Natural Resources Foundation

402 West Washington W256
Indianapolis,IN46204 		  PC To provide general support. 4,500

Indiana Natural Resources Foundation

402 West Washington W256
Indianapolis,IN46204 		  PC To provide program support. 4,500

NAFSA Association of International Educators

1425 K Street NW
Washington,DC20005 		  PC Support a session to promote equity practices across the globe at the NAFSA national conference. 4,500

NAFSA Association of International Educators

1425 K Street NW
Washington,DC20005 		  PC Global Partnership Program is a key tool NAFSA uses to help forge strategic alliances with the broader NAFSA membership and other organizations engaged in the field. 4,500

Indiana Philanthropy Alliance

1100 Symphony Centre32 East Washing
Indianapolis,IN462043583 		  PC This sponsorship will support several member-focused events scheduled for the remainder of the year. 4,000

Make-A-Wish Foundation of Ohio Kentucky and Indiana

2545 Farmers DriveSuite 300
Columbus,OH43235 		  PC To support the 2023 Wish Gala. 4,000

Association for Career and Technical Education

1410 King Street
Alexandria,VA22314 		  PC To support ACTE's Postsecondary CTE convening. 3,000

Hope Academy Inc

3919 Madison Avenue Suite 100
Indianapolis,IN46227 		  PC To support the 2023 Rise & Shine for Hope breakfast. 3,000

Indianapolis Professional Association

PO Box 20712
Indianapolis,IN46220 		  PC To support the IPA Spring & Fall Annual Networking Events 3,000

Mentoring Women's Network Foundation

202 East Market Street
Indianapolis,IN46204 		  PC To support the International Women's Day Breakfast. 3,000

Cathedral High School

5225 E 56th Street
Indianapolis,IN46226 		  PC To support the 10th Annual Trivia Night fundraiser 2,500

Catholic University of America The

620 Michigan Ave NE
Washington,DC20064 		  PC To support the launch of the Africana Studies & Research program. 2,500

Council for the Study of Community Colleges (CSCC)

51 Gerty Drive Room 113 c/o Office
of Community College Res
Champaign,IL61820 		  PC To support the 2023 Council for the Study of Community Colleges annual conference 2,500

Council for the Study of Community Colleges (CSCC)

51 Gerty Drive Room 113 c/o Office
of Community College Res
Champaign,IL61820 		  PC To support the 2024 Council for the Study of Community Colleges annual conference 2,500

Delta Research and Education Foundation

1703 New Hampshire Ave NW
Washington,DC20009 		  PC To support Impact Indy-H.O.M.E. for Delta Sigma Theta 56th National Convention in Indianapolis, IN. 2,500

Indiana Civil Rights Commission

100 N Senate Ave Room N300
Indianapolis,IN46202 		  PC To support the 2023 Indiana Civil Rights Commission Annual Conference 2,500

Indiana State Chamber of Commerce Foundation Inc

115 West Washington Street Suite 8
Indianapolis,IN46204 		  SO I To support the 2023 Diversity, Equity & Inclusion Summit 2,500

Indy Black Professionals Inc

6101 North Keystone Ste 100 1423
Indianapolis,IN46220 		  PC To support AfroBall Indy 2023 2,500

Indy Eleven Foundation

47 South Pennsylvania Street Suite
Indianapolis,IN46204 		  PC To support the Indy Eleven Community Ticket Block Program 2,500

LifeSmart Youth

615 North Alabama Street 228
Indianapolis,IN46204 		  PC To support LifeSmart Youth's 80th Anniversary Celebration. 2,500

March on Washington Film Festival

525 9th Street NW 7th Floor
Washington,DC20004 		  PC To support the Annual March on Washington Film Festival. 2,500

Michigan College Access Network

200 N Washington Sq Ste 210
Lansing,MI48933 		  PC To support MCAN's 12th Annual Conference 2,500

National Archives Foundation

700 Pennsylvania Avenue NW Room G12
Washington,DC20408 		  PC To support the National Archives Foundation 2,500

Special Olympics of Indiana

6200 Technology Center Drive Suite
Indianapolis,IN46278 		  PC To support the Special Olympics of Indiana 2023 Summer Games 2,500

TCC Gives Inc

10300 Kincaid Drive Suite 203
Fishers,IN46037 		  PC To support the 2023 More Than a Tailgate event. 2,500

Indianapolis Chess Club & Scholastic Center Inc

PO Box 40663
Indianapolis,IN46240 		  PC To provide Inclusion Sponsorship for Chess Camps and Tournaments. 2,000

Eskenazi Health Foundation

720 Eskenazi AvenueFifth Third Bank
Indianapolis,IN46202 		  PC To support the Gregory S. Fehribach Center Internship Networking Event at Victory Field. 1,500

Exodus Refugee Immigration

2457 East Washington Street Suite
Indianapolis,IN46201 		  PC To support the 2023 Celebrate the Life Ahead Gala 1,250

Florida Association for Institutional Research Inc

1000 College Blvd
Pensacola,FL32504 		  PC To support the 2023 Florida Association for Institutional Research annual conference. 1,000

Indiana Sports Corporation

201 South Capitol Avenue Suite 1200
Indianapolis,IN46225 		  PC To support the 2023 Indiana Sports Corporation's Corporate Challenge. 1,000

Greater Indianapolis Chamber of Commerce Foundation

111 Monument Circle Suite 1950
Indianapolis,IN46204 		  SO I To provide support. 500

HVAF of Indiana Inc

964 Pennsylvania St
Indianapolis,IN46204 		  PC Donation in Lieu of flowers 500

HVAF of Indiana Inc

964 North Pennsylvania Street
Indianapolis,IN46204 		  PC To provide program support. 500

St Mark's United Methodist Church

100 North Highway 46 Bypass
Bloomington,IN47408 		  PC To support the nursery school fund. 375

Social and Environmental Entrepreneurs

23564 Calabasas Road Suite 201
Calabasas,CA91302 		  PC To support Solitary Watch. 300

Society for the Propagation of the Faith

70 West 36th Street 8th Floor
New York,NY10018 		  PC To provide support. 300

National Multiple Sclerosis Society -New York

733rd Avenue 3rd Floor
New York,NY10017 		  PC To provide general support. 270

American Diabetes Association

PO Box 7023
Merrifield,VA221167023 		  PC To provide program support in memory of Nancy L. Tingle. 100

Firefly Children & Family Alliance Foundation Board (fka Children's Bureau

1575 Dr Martin Luther King Jr Str
Indianapolis,IN46202 		  PC In memory of Stephen Andrew Page. 100

Guam Community College

PO Box 23069
Barrigada    
GQ 		  PC To support community colleges in improving their capacity to engage and enroll potential students through enhanced digital presence, mobile design and accessibility. 150,000

Guam Community College

PO Box 23069
Barrigada    
GQ 		  PC To support the multimedia equipment and software upgrades for the communications and promotions office. 15,000

Ditchley Foundation The

Ditchley Park Enstone
Chipping Norton    
UK 		  PC To explore shared systemic challenges among the US, UK, and other democracies. 600,000
Total .................................right arrow 3a 55,173,681
bApproved for future payment

Open Campus Media Inc
One Thomas Circle NW 700
Washington,DC20005 		  PC To support in-depth coverage of race and equity in higher education, and higher education coverage in Indiana. 275,000

Rutgers The State University of New Jersey
57 US Highway 1
New Brunswick,NJ08854 		  PC To support sustainability efforts of the Non-degree Credentials Research Network (NCRN) 350,000

Tennessee Board of Regents
1 Bridgestone Park 3rd Floor
Nashville,TN37214 		  GOV to build capacity to digitally engage adult learners in support of participation. 100,000
Total ................................. right arrow 3b 725,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		      135,360  
4 Dividends and interest from securities .... 901101 233,060 14 11,926,634  
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 ............ 		901101 174,254 18 41,846,263  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a   		    15 16,092  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 407,314 53,924,349 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
54,331,663
(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 (2023)
Form 990-PF (2023)
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) 978 AICPA organizational membership dues
1a(1) 298 American Payroll Institute Inc organizational membership dues
1a(1) 350 Chartered Alt Investment Analyst Association organizational membership dues
1a(1) 661 Indiana Chamber Services Inc organizational membership dues
1a(1) 982 Indiana CPA Society (INCPAS) organizational membership dues
1a(1) 2,000 Indy Chamber organizational membership dues
1a(1) 3,500 Mass Ave Business and Merchants Association organizational membership dues
1a(1) 458 SHRM-Society for Human Resource Mgmt organizational membership dues
1a(1) 5,000 Visit Indy 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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 250,368 22,860   18,737

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
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           170,572 15,300    
DEPLETION             558,636    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
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
Bitwise
  		 
  		2018-12-21 1,500,000 Support growth and expansion of technology training focused on women and minorities. 1,500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2023-03-31T00:00:00   No further reports required. Filed for Chapter 7 bankruptcy in June 2023.
Brighthive
  		 
  		2019-12-23 500,000 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/18/23; 5/16/23; 7/7/23; 9/29/23; 10/19/23; 12/13/23; 12/15/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Brighthive
  		 
  		2018-11-19 999,995 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 999,995 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/18/23; 5/16/23; 7/7/23; 9/29/23; 10/19/23; 12/13/23; 12/15/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Care Academy
  		281 Summer Street
Boston,MA02210 		2017-08-09 500,000 High quality training for in-home caregivers 500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/26/23; 3/31/23; 5/18/23; 9/29/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Care Academy
  		281 Summer Street
Boston,MA02210 		2018-10-25 250,000 High quality training for in-home caregivers. 250,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/26/23; 3/31/23; 5/18/23; 9/29/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Cell-Ed
  		 
  		2018-06-01 1,000,000 Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. 1,000,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/27/23; 3/31/23; 5/22/23; 8/10/23; 9/29/23; 10/5/23; 10/27/23; 12/6/23; 12/13/23; 12/18/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Cell-ed
  		 
  		2019-12-20 375,000 Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. 375,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/27/23; 3/31/23; 5/22/23; 8/10/23; 9/29/23; 10/5/23; 10/27/23; 12/6/23; 12/13/23; 12/18/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
College Consortium Inc Acadeum
  		 
  		2019-12-19 1,000,000 On-line course sharing among college networks. 1,000,000 To the knowledge of the foundation, no portion of the funds have been diverted. 1/13/23; 1/27; 3/31/23; 4/18/23; 5/8/23; 5/22/23; 7/27/23; 8/9/23; 9/29/23; 11/3/23; 12/13; 12/14/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
College Consortium Inc Acadeum
  		 
  		2021-02-12 300,000 On-line course sharing among college networks. 300,000 To the knowledge of the foundation, no portion of the funds have been diverted. 1/13/23; 1/27; 3/31/23; 4/18/23; 5/8/23; 5/22/23; 7/27/23; 8/9/23; 9/29/23; 11/3/23; 12/13; 12/14/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edovo
  		 
  		2019-04-12 349,997 Online education and self-improvement tools for prison inmates. 349,997 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/13/23; 4/25/23; 8/14/23; 9/29/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EDOVO DISSOLVED AS A COMPANY IN SEPTEMBER 2023.
Edovo
  		 
  		2017-07-18 750,000 Meaningful access to education, communication, and self-improvement tools for those affected by incarceration 750,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/13/23; 4/25/23; 8/14/23; 9/29/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EDOVO DISSOLVED AS A COMPANY IN SEPTEMBER 2023.
Edquity
  		 
  		2019-04-25 200,000 Platform providing financial tools and resources to support post-secondary completion rates. 200,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/12/23; 3/17/23; 3/31/23; 4/16/23; 5/1/23; 7/13/23; 8/7/23; 9/29/23; 10/10/23; 11/28/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edquity
  		 
  		2020-11-03 300,000 Platform providing financial tools and resources to support post-secondary completion rates. 300,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/12/23; 3/17/23; 3/31/23; 4/16/23; 5/1/23; 7/13/23; 8/7/23; 9/29/23; 10/10/23; 11/28/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edquity
  		 
  		2021-10-30 500,000 Platform providing financial tools and resources to support postsecondary completion rates. 500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/12/23; 3/17/23; 3/31/23; 4/16/23; 5/1/23; 7/13/23; 8/7/23; 9/29/23; 10/10/23; 11/28/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
EduNav
  		 
  		2019-09-01 1,500,000 Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. 1,500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/27/23; 3/31/23; 4/18/23; 6/9/23; 9/29/23; 11/28/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
EduNav
  		 
  		2020-12-22 100,000 Academic planning software to provide students, advisors, and institutions timely data to increase learner on-time completion rates. 100,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/27/23; 3/31/23; 4/18/23; 6/9/23; 9/29/23; 11/28/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edvisorly
  		 
  		2022-12-16 500,000 Software platform connects students with 2YR and 4YR partners for degree completion. 500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/1/23; 3/31/23; 4/18/23; 7/13/23; 9/25/23; 9/29/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Mentor Collective
  		294 Washington St Suite 607
Boston,MA02108 		2019-08-28 999,999 Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. 999,999 To the knowledge of the foundation, no portion of the funds have been diverted. 2/3/23; 3/31/23; 4/12/23; 8/1/8/23; 8/22/23; 9/29/23; 11/9/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Mentor Collective
  		294 Washington St Suite 607
Boston,MA02108 		2020-11-24 250,000 Scalable mentorship programs partnering with postsecondary institutions targeting Lumina's focused learner demographics. 250,000 To the knowledge of the foundation, no portion of the funds have been diverted. 2/3/23; 3/31/23; 4/12/23; 8/1/8/23; 8/22/23; 9/29/23; 11/9/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Savi Solutions
  		 
  		2023-06-28 500,000 Technology that makes it easier to navigate the complex landscape of student loan forgiveness and repayment. 500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 4/18/23; 6/1/23; 8/24/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Upswing
  		 
  		2017-07-06 750,000 Technology focused on improving student success through mentoring, advising and tutoring 750,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/17/23; 8/3/23; 9/29/23; 10/31/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Upswing
  		 
  		2018-11-19 500,000 Technology focused on improving student success through mentoring, advising and tutoring 500,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/17/23; 8/3/23; 9/29/23; 10/31/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Upswing
  		 
  		2020-12-29 340,000 Technology focused on improving student success through mentoring, advising and tutoring 340,000 To the knowledge of the foundation, no portion of the funds have been diverted. 3/31/23; 4/17/23; 8/3/23; 9/29/23; 10/31/23; 12/13/23   To the knowledge of the foundation and based on the GRANTEE'S REPORTS, no portion of the funds have been diverted FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.

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TY 2023 GainLossSaleOtherAssetsSch
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
          42,020,517       42,020,517  

TY 2023 InvestmentsCorpBondsSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate bonds 39,577,647 39,577,647

TY 2023 InvestmentsCorpStockSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate stock 313,996,528 313,996,528

TY 2023 InvestmentsGovtObligationsSch
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

19,829,005
US Government Securities - End of Year Fair Market Value:

19,829,005
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Other FMV 990,675,400 990,675,400

TY 2023 LandEtcSchedule2
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND EQUIPMENT 1,391,969 1,243,568 148,401 148,401
LEASEHOLD IMPROVEMENTS 4,501,537 4,414,841 86,696 86,696
OTHER ASSETS 2,011,713 1,852,686 159,027 159,027


TY 2023 LegalFeesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 611,752 130,108   447,198


TY 2023 OtherAssetsSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 26,557,485 22,746,639 22,746,639
CHARITABLE REMAINDER TRUST 607,802 730,011 730,011
OTHER ASSETS 0 1,809,456 1,809,456
OPERATING LEASE RIGHT-OF-USE ASSET 3,041,120 2,264,964 2,264,964
INVESTMENT PROCEEDS RECEIVABLE 28,309,427 39,446,354 39,446,354
CIP/WIP 0 1,452,165 1,452,165


TY 2023 OtherDecreasesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
UNREALIZED LOSS 221,146,077


TY 2023 OtherExpensesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM DEVELOPMENT 10,201,587     10,201,587
RECRUTING/STAFF DEVELOPMENT 825,231     825,231
COMMUNICATIONS/TECHNOLOGY 770,836 61,627   702,133
DUES 400,777 13,455   525,955
OTHER MISCELLANEOUS EXPENSE 180,775     134,775
INSURANCE EXPENSE 150,124     150,124
OFFICE EXPENSE 109,943 314   109,593
OTHER EXPENSES FROM K-1'S   11,243,797    


TY 2023 OtherIncomeSchedule2
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME/LOSS 16,092 16,092  
TOTAL OF OTHER INCOME LISTED ON K-1'S   10,320,592  


TY 2023 OtherIncreasesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
UNREALIZED GAIN 321,879,437
CHARITABLE REMAINDER TRUST 122,209


TY 2023 OtherLiabilitiesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 3,167,547 2,496,821


TY 2023 OtherProfessionalFeesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 3,531,541 3,202,177    
VARIOUS OTHER PROFESSIONAL/CONSULTING FEES 1,530,325 0   1,403,171


TY 2023 TaxesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON K-1'S   384,758    
TAX EXPENSE 1,198,804      


TY 2023 TransfersToControlledEntities
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
23017437
Software Version:
2023v5.1
Name US /
Foreign Address		 EIN Description Amount
VIA Alpha LP 88 Main St
Peapack,NJ079770131 		26-0648552 99% ownership interest in partnership 0
Total