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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$1,544,151,334J 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 250,827 250,827  
4 Dividends and interest from securities... 11,257,829 22,164,093  
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
73,234,269
b Gross sales price for all assets on line 6a 632,611,000
7 Capital gain net income (from Part IV, line 2)... 53,233,588
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
690,808 11,763,352 0
12 Total. Add lines 1 through 11........ 85,433,733 87,411,860 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,060,291 230,046   3,803,830
14 Other employee salaries and wages...... 8,145,150 473,038   7,596,698
15 Pension plans, employee benefits....... 1,596,361 217,956   3,157,572
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
319,881 0 0 416,121
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
231,164 28,886 0 330,318
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,560,350 2,692,705 0 1,760,854
17 Interest...............       157,844
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,318,588 293,929 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
684,161 108,646 0
20 Occupancy.............. 1,106,973 99,295   997,429
21 Travel, conferences, and meetings....... 3,304,261 2,657   3,375,829
22 Printing and publications.......... 1,011,748     1,139,842
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,091,395 10,817,640 0 15,308,634
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,430,323 14,964,798 0 38,044,971
25 Contributions, gifts, grants paid....... 30,210,680 30,030,680
26 Total expenses and disbursements. Add lines 24 and 25 72,641,003 14,964,798 0 68,075,651
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,792,730
b Net investment income (if negative, enter -0-) 72,447,062
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 12,902,794 25,801,822 25,801,822
3 Accounts receivable right arrow938,018
Less: allowance for doubtful accounts right arrow   1,321,927 938,018 938,018
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.......... 425,217 1,076,563 1,076,563
10a Investments—U.S. and state government obligations (attach schedule) 19,829,005 Click to see attachment
List of Attached Documents:
// Content
18,996,200 		18,996,200
b Investments—corporate stock (attach schedule)....... 313,996,528 Click to see attachment
List of Attached Documents:
// Content
355,320,885 		355,320,885
c Investments—corporate bonds (attach schedule)....... 39,577,647 Click to see attachment
List of Attached Documents:
// Content
43,280,520 		43,280,520
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).......... 990,675,400 Click to see attachment
List of Attached Documents:
// Content
1,049,157,377 		1,049,157,377
14 Land, buildings, and equipment: basis right arrow6,061,871
Less: accumulated depreciation (attach schedule) right arrow1,031,689 394,124 Click to see attachment
List of Attached Documents:
// Content
5,030,182 		5,030,182
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
68,909,975 		Click to see attachment
List of Attached Documents:
// Content
44,549,767 		Click to see attachment
List of Attached Documents:
// Content
44,549,767
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,448,032,617 1,544,151,334 1,544,151,334
Liabilities 17 Accounts payable and accrued expenses.......... 6,980,419 8,684,412
18 Grants payable................. 725,000 900,000
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
2,496,821 		Click to see attachment
List of Attached Documents:
// Content
8,931,668
23 Total liabilities (add lines 17 through 22)......... 10,202,240 18,516,080
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........... 1,437,830,377 1,525,635,254
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)..... 1,437,830,377 1,525,635,254
30 Total liabilities and net assets/fund balances (see instructions). 1,448,032,617 1,544,151,334
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
1,437,830,377
2
Enter amount from Part I, line 27a .....................
2
12,792,730
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
306,932,554
4
Add lines 1, 2, and 3 ..........................
4
1,757,555,661
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
231,920,407
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,525,635,254
Form 990-PF (2024)
Form 990-PF (2024)
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 632,611,000   601,945,024 30,665,976
b 22,567,612     22,567,612
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 30,665,976
b     0 22,567,612
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 53,233,588
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  
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 1,007,014
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 1,007,014
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 1,007,014
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,041,184
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,041,184
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 1,034,170
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,034,170 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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, LA, MD, MA, MN, MS, MO, NM, NY, NC, ND, OK, AZ, SC, 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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
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 BOARD CHAIR
2.00 		45,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Allan Hubbard BOARD MEMBER (RETIRED 4/10/2024)
1.00 		28,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Austan Goolsbee BOARD MEMBER
1.00 		0 0  
820 Massachusetts Ave
Indianapolis,IN46204
Christine Pambianchi BOARD MEMBER
1.00 		28,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
David Wilson BOARD MEMBER
1.00 		34,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Joseph Boateng BOARD MEMBER
2.00 		34,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Justin Christian BOARD MEMBER
1.00 		28,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Katherine Davis BOARD MEMBER (RETIRED 4/10/2024)
2.00 		28,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Matthew Breitfelder BOARD MEMBER
2.00 		34,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Matthew Goldberg BOARD MEMBER
1.00 		28,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Pardis Mahdavi BOARD MEMBER (elected 4/10/24)
1.00 		20,307 0  
820 Massachusetts Ave
Indianapolis,IN46204
Teresa Lubbers BOARD MEMBER (elected 4/10/24)
1.00 		20,307 0  
820 Massachusetts Ave
Indianapolis,IN46204
William Serrata BOARD MEMBER
1.00 		28,000 0  
820 Massachusetts Ave
Indianapolis,IN46204
Chauncy Lennon VP for the Future of Learning and Work & Sr. Stratgeic Advisor
40.00 		421,902 105,951 0
820 Massachusetts Ave
Indianapolis,IN46204
Courtney Brown VP of Impact & Planning
40.00 		387,283 115,784 3,123
820 Massachusetts Ave
Indianapolis,IN46204
Debra Humphreys VP of Strategic Engagement
40.00 		374,389 76,844 0
820 Massachusetts Ave
Indianapolis,IN46204
Erin Archer VP for Fin and Invest/CFO
40.00 		392,231 67,559 2,362
820 Massachusetts Ave
Indianapolis,IN46204
Hong Linh Nguyen VP, Equity Culture, & Talent
40.00 		361,460 94,810 1,965
820 Massachusetts Ave
Indianapolis,IN46204
Jamie Merisotis President/CEO
40.00 		1,064,716 125,159 1,920
820 Massachusetts Ave
Indianapolis,IN46204
Michelle Cooper VP, Public Policy & Executive Director
40.00 		373,848 87,598 3,071
820 Massachusetts Ave
Indianapolis,IN46204
Timothy Robinson VP General Counsel & Chief of Staff
40.00 		344,721 102,852 2,531
820 Massachusetts Ave
Indianapolis,IN46204
Carman Twillie Ambar Board Member
1.00 		28,000 0  
820 Massachusetts Ave
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 Inv (8.24)
40.00 		318,603 50,509 1,178
820 Massachusetts Ave
Indianapolis,IN46204
Kevin Corcoran Strategy Director
40.00 		222,625 118,257 2,508
820 Massachusetts Ave
Indianapolis,IN46204
Shelley Lloyd Dir of HR & Fac-Dec
40.00 		246,414 139,766 1,818
820 Massachusetts Ave
Indianapolis,IN46204
Thomas Major Assoc Gen Counsel
40.00 		211,995 59,409 2,429
820 Massachusetts Ave
Indianapolis,IN46204
Scott Jenkins Strtgy Dir-St Policy
40.00 		213,436 48,668 0
820 Massachusetts Ave
Indianapolis,IN46204
Total number of other employees paid over $50,000...................right arrow 50
Form 990-PF (2024)
Form 990-PF (2024)
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 2,748,872
675 Jefferson Parkway
Charlottesville,VA22911
Blackbaud Giving Fund Third Party Processing of Lumina Gifts 2,422,451
65 Fairchild Street
Charleston,SC29492
Shiel Sexton Company Inc Construction Contractor for new office location 2,066,510
902 N Capitol Ave
Indianapolis,IN46204
Cigna Health Healthcare Services 1,326,664
900 Cottage Grove Road
Bloomfield,CT06002
HCM Strategists LLC Support Lumina's state policy agenda 1,250,000
501 Congress Ave
Suite 257
Austin,TX78701
Total number of others receiving over $50,000 for professional services.............right arrow50
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 ANALYSIS TO BUSINESS, HIGHER EDUCATION, PUBLIC POLICY, NONPROFIT, AND WORKFORCE LEADERS AND ORGANIZATIONS WITH AN INTEREST IN INCREASING THE PROPORTION OF ADULTS IN THE U.S. LABOR FORCE WITH COLLEGE DEGREES AND OTHER CREDENTIALS OF VALUE LEADING TO ECONOMIC PROSPERITY TO 75 PERCENT BY 2040. FOUNDATION EXECUTIVES AND STAFF REGULARLY OFFER ADVICE AND ASSISTANCE ON TOPICS SUCH AS COLLEGE ADMISSIONS AND ACCESS TO WORKFORCE TRAINING, SUPPORTING STUDENTS WITH FINANCIAL AID AND HIGH-IMPACT PRACTICES AS THEY PURSUE EDUCATION AND TRAINING AFTER HIGH SCHOOL, AND ALIGNING DEGREES AND OTHER CREDENTIALS WITH LABOR-MARKET NEEDS. THIS ASSISTANCE INCLUDES BRIEFINGS AND TESTIMONY AT THE REQUEST OF POLICYMAKERS ON MATTERS WITHIN THE FOUNDATION'S AREAS OF EXPERTISE, SPEAKING AT CONFERENCES, MEETINGS, OTHER EVENTS, AND SHARING IDEAS AND INSIGHTS THROUGH EARNED, OWNED, AND PAID MEDIA. 12,568,220
2 RESEARCH AND PUBLICATIONS: THE FOUNDATION CONDUCTS SUSTANTIAL NONPARTISAN RESEARCH AND ANALYSIS ON EDUCATION AND TRAINING AFTER HIGH SCHOOL AND MAKES THIS RESEARCH AVAILABLE FREE OF CHARGE. THE FOUNDATION ANNUALLY UPDATES A WIDELY CITED BENCHMARK REPORT, "A STRONGER NATION," USING AN ONLINE DATA VIZUALIZATION TOOL. THIS REPORT, BASED ON FEDERAL DATA, MAKES A COMPELLING CASE FOR THE NEED TO DRAMATICALLY INCREASE THE SHARE OF AMERICANS WITH WORKFORCE CERTIFICATES, COLLEGE DEGREES, AND QUALITY SHORT-TERM CREDENTIALS. THE TOOL IS FEATURED ON THE FOUNDATION'S WEBSITE AND IS PROMOTED THROUGH MEDIA PITCHING AND SOCIAL MEDIA OUTREACH. "A STRONGER NATION" OFFERS STATE-BY-STATE ANALYSIS OF THE EDUCATION LEVELS OF EACH STATE'S RESIDENTS, HIGHLIGHTING THE WORK THAT MUST BE DONE TO ACHIEVE 75 PERCENT OF ADULTS IN THE U.S. LABOR FORCE WITH COLLEGE DEGREES AND OTHER CREDENTIALS OF VALUE LEADING TO ECONOMIC PROSPERITY BY 2040. THE FOUNDATION ALSO RELEASES LUMINA FOCUS MAGAZINE. 4,585,917
3 CONFERENCES AND CONVENINGS: THE FOUNDATION CONVENES BUSINESS, HIGHER EDUCATION, PUBLIC POLICY, NONPROFIT, AND WORKFORCE LEADERS, RESEARCHERS, AND OTHER INFLUENTIAL LEADERS WHO ARE WORKING TO EXPAND ACCESS TO FORMAL LEARNING AFTER HIGH SCHOOL AND ENSURE THE SUCCESS OF TODAY'S STUDENTS, MANY OF WHOM COME FROM LOW-INCOME HOUSEHOLDS, ARE BLACK, HISPANIC, LATINO, AND NATIVE AMERICAN, ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, OR ARE WORKING-AGE ADULTS. THESE CONVERSATIONS BRING PEOPLE TOGETHER AROUND A RANGE OF TOPICS TO SHARE, LEARN, BUILD, AND ACT. TOPICS COVERED INCLUDE REDESIGNING HIGHER LEARNING TO ADVANCE THE 75 PERCENT GOAL THE FOUNDATION AND ITS PARTNERS IN THE FIELD PURSUE CONSISTENT WITH A PUBLIC, FIVE-YEAR STRATEGIC PLAN. 1,489,473
4 PHILANTHROPY: THE FOUNDATION SUPPORTS THE NONPROFIT PHILANTHROPIC SECTOR AND ORGANIZATIONS ADVANCING THE FIELDS OF HIGHER EDUCATION AND WORKFORCE TRAINING. FOUNDATION EXECUTIVES AND STAFF ACTIVELY SUPPORT PHILANTHROPIC ORGANIZATIONS IN INDIANAPOLIS, WHERE THE FOUNDATION IS HEADQUARTERED, AND IN AND AROUND THE DISTRICT OF COLUMBIA, WHERE IT HAS A SATELLITE OFFICE. FOUNDATION EXECUTIVES AND STAFF MEMBERS ALSO SERVE ON THE BOARDS OF LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE FOUNDATIONS. FOR EXAMPLE, THE FOUNDATION'S PRESIDENT AND CEO SERVES AS A GOVERNOR OF THE DITCHLEY FOUNDATION, BASED IN THE UNITED KINGDOM, AS PAST CHAIRMAN AND TRUSTEE EMERITUS OF THE COUNCIL ON FOUNDATIONS, AND ON THE BIPARTISAN POLICY CENTER'S COMMISSION FOR THE AMERICAN WORKFORCE AND THE BOARD OF THE CENTRAL INDIANA CORPORATE PARTNERSHIP. OTHER LUMINA STAFF SERVE ON BOARDS OF ORGANIZATIONS SUCH AS THE NELLIE MAE FOUNDATION, INDIANA HUMANITIES, AND THE ARNOLT CENTER FOR INVESTIGATIVE JOURNALISM. 1,125,473
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 Beam: To support a scalable platform providing financial tools and resources to support postsecondary completion rates. 1,000,000
2 The Reinvestment Fund, Inc: PRI loan to address the level of philanthropic, government, and other financial support to HBCUs. 500,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow1,500,000
Form 990-PF (2024)
Form 990-PF (2024)
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
1,426,133,120
b
Average of monthly cash balances.......................
1b
32,141,189
c
Fair market value of all other assets (see instructions)................
1c
14,515,991
d
Total (add lines 1a, b, and c).........................
1d
1,472,790,300
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
1,472,790,300
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,091,855
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,450,698,445
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,534,922
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
72,534,922
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,007,014
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
32,335
c
Add lines 2a and 2b............................
2c
1,039,349
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,495,573
4
Recoveries of amounts treated as qualifying distributions................
4
685,059
5
Add lines 3 and 4............................
5
72,180,632
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
72,180,632
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
68,075,651
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
3,886,938
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
73,462,589
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 72,180,632
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 30,158,428
b From 2020...... 10,587,827
c From 2021...... 10,381,849
d From 2022...... 0
e From 2023...... 20,503,037
f Total of lines 3a through e ........ 71,631,141
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 73,462,589
a Applied to 2023, 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 2024 distributable amount..... 72,180,632
e Remaining amount distributed out of corpus 1,281,957
5 Excess distributions carryover applied to 2024.   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 72,913,098
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		30,158,428
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		42,754,670
10 Analysis of line 9:
a Excess from 2020.... 10,587,827
b Excess from 2021.... 10,381,849
c Excess from 2022.... 0
d Excess from 2023.... 20,503,037
e Excess from 2024.... 1,281,957
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

100 Black Men of Indianapolis

1500 East Michigan
Indianapolis,IN46201 		  PC To support the 100 Black Men of Indianapolis 40th Anniversary Gala 5,000

Advance Illinois

303 East Wacker Drive Suite 1925
Chicago,IL60601 		  PC To support Advance Illinois' efforts to educate the public about state-level policies that increase postsecondary attainment and improve outcomes. 125,000

Afghan American Community Center Inc

7710 Hackbury Court Unit A
Indianapolis,IN46227 		  PC To support the Eid & Nawruz event 5,000

AFL-CIO Working For America Institute

815 Black Lives Matter Plaza
Washington,DC20006 		  PC To develop and deploy a universally recognized advanced manufacturing certification program in partnership with community colleges in Ohio, Pennsylvania, and Georgia. 125,000

Alabama Possible

PO Box 55058
Birmingham,AL35255 		  PC to support the EmpowerED Conference convening of historically and predominately Black community colleges 30,000

Alabama Possible

PO Box 55058
Birmingham,AL35255 		  PC To support the EmpowerED Conference convening of historically and predominately Black community colleges. 15,000

Amalgamated Charitable Foundation Inc

1825 K Street NW
Washington,DC20006 		  PC To support the Higher Ed Forward joint funder effort designed to advance student success, academic freedom, and democratic principles through designated pooled funding. 250,000

American Academy of Arts and Sciences

136 Irving St
Cambridge,MA02138 		  PC To support the Aspen Higher Education Forum with journalists' participation. 250,000

American Association Of Blacks in Higher Education

1155 F St NW
Washington,DC20004 		  PC To support the 2024 AABHE Annual Conference. 5,000

American Association of Colleges and Universities

1818 R Street Northwest
Washington,DC20009 		  PC To support the rollout of Democracy Re/Designed and support IDHE's transition to AAC&U 180,000

American Association of Colleges and Universities

1818 R Street Northwest
Washington,DC20009 		  PC To plan for the launch of the Higher Education Democracy Initiative 100,000

American Association of Community Colleges

One Dupont Circle NW Suite 700
Washington,DC20036 		  PC To support AACC's annual Workforce Development Institute 2025 conference. 6,000

American Association of Hispanics in Higher Education

2455 East Sunrise Blvd Suite 816
Fort Lauderdale,FL33304 		  PC To support the 2024 Annual Conference of the American Association of Hispanics in Higher Education (AAHHE). 5,000

American Association of University Administrators

2412 N Stonelake Cir
Bloomington,IN47404 		  PC To support the AAUA National Conference. 5,000

American Council on Education

One Dupont Circle NW Suite 800
Washington,DC200361193 		  PC To support the development of a consortium that will provide higher education institutions with information and support related to the changing legislative landscape of reproductive healthcare 75,000

American Historical Association

400 A Street SE
Washington,DC20003 		  PC To support constituents' understanding of a changing policy landscape and articulate the value of historical thinking for student success 68,000

Arizona State University Foundation for A New American University

PO Box 2260 300 East University Dri
Tempe,AZ852802260 		  PC To support strategy and implementation planning for the University Innovation Alliance. 150,000

Arnolt Center for Investigative Reporting The Media School Indiana Univers

PO Box 500
Bloomington,IN47402 		  PC To support the Michael I. Arnolt Center for Investigative Journalism's annual reporting symposiums in 2025 and 2026. 30,000

Artrageous Inc

326 N Kenyon St
Indianapolis,IN46219 		  PC To support the content creation of the series "Careers in the Trades" 6,000

Aspen Institute The

2300 N Street NW Suite 700
Washington,DC20037 		  PC To support the Ascend/Black and Native Family Futures Fund Closing Convening. 10,000

Aspen Institute The

2300 N Street NW Suite 700
Washington,DC20037 		  PC To conduct research and analysis on the role and structure of industry partnerships in recent federal job creation legislation, with a particular focus on the role of community colleges in those partnerships. 40,000

Association for Career and Technical Education

1410 King Street
Alexandria,VA22314 		  PC To support ACTE's 2024 postsecondary CTE conference. 3,000

Association for Institutional Research

2241 North Monroe St PMB 1413
Tallahassee,FL32303 		  PC To sponsor the 2024 AIR Annual Forum 15,200

Association for Institutional Research

2241 North Monroe St PMB 1413
Tallahassee,FL32303 		  PC Five separate workshops designed to develop essential skills in institutional research and data management. 20,000

Association of Black Foundation Executives Inc

55 Exchange Place Suite 401
New York,NY10005 		  PC To support the 2024 ABFE Harambee Conference. 10,000

Association of Black Foundation Executives Inc

55 Exchange Place Suite 401
New York,NY10005 		  PC To support the 2025 ABFE Harambee Conference and Black Women in Philanthropy Retreat. 20,000

Association of Community College Trustees

1101 17th Street Northwest Suite 3
Washington,DC20036 		  PC To support the Kids on Campus framework for co-locating Head Start programs on community college campuses 450,000

Association of Community College Trustees

1101 17th Street Northwest Suite 3
Washington,DC20036 		  PC To research the funding models for each of the 50 states and publicize the data to compare models. 79,900

Attainment Network The

490 Race Street
Denver,CO80206 		  PC To support The Attainment Network's upcoming event, the Learner Voice Symposium. 2,500

Ball State University

2000 W University Avenue
Muncie,IN473061099 		  GOV To support Indiana Public Media in honor of the retirement of John Strauss. 1,000

Behavioral Ideas Lab Inc

80 Broad Street 30th Floor
New York,NY10004 		  PC This sponsorship is to support an April 2024 roundtable event where college leadership will deepen their understanding of how behavioral design impacts participation. 5,000

Benedict College

1600 Harden Street
Columbia,SC29204 		  PC Rededication and naming ceremony for the Dr. Roslyn Clark Artis Administration Building at Benedict College. 3,500

Big Brothers Big Sisters of Central Indiana Inc

1433 N Meridian Street
Indianapolis,IN462084715 		  PC To support BBBSCI's annual sports-themed fundraiser, the Main Event. 5,000

Big Car Media Inc

615 North Alabama Street 119
Indianapolis,IN46204 		  PC To support the 2024 Levitt VIBE Indianapolis Music Series 2,500

Bipartisan Policy Center Inc

1225 Eye Street NW Suite 1000
Washington,DC20005 		  PC To support Commission on the American Workforce in-person meetings hosted by the Bipartisan Policy Center in 2025. 97,019

Blackbaud Giving Fund

2000 Daniel Island Dr Suite 100
Charleston,SC29492 		  PC To support Lumina's 2023-2024 Gift Programs through the Blackbaud Giving Fund. 2,508,511

Bloomington Pearl Foundation

PO Box 1044
Bloomington,IN47402 		  PC To support the 2024 Finer Womanhood Celebration 5,000

Bloomington Pearl Foundation

PO Box 1044
Bloomington,IN47402 		  PC To support 2025 Finer Womanhood Celebration. 15,000

Board of Regents of the University of Wisconsin System

21 N Park Street Suite 6301
Madison,WI537151218 		  PC To study the impact of integrating proactive financial aid notifications with direct admissions programs in at least two states, in partnership with Scholarship America 350,000

Board of Trustees of Southern Illinois University

900 South Normal Avenue
Carbondale,IL62901 		  PC To support the SIU system to implement evidence-based interventions to improve academic progress, decrease DFW rates, and increase students' sense of belonging. 300,000

Bread for the City

1525 Seventh St NW
Washington,DC20001 		  PC To provide support for 2025 programming. 5,000

Bread for the World Institute

425 3rd Street SW Suite 1200
Washington,DC20024 		  PC To support the Bread For The World's racial wealth gap simulation events at five Indiana colleges and universities. 17,500

Brightpoint Community College Foundation

800 Charter Colony Pkwy
Midlothian,VA23114 		  PC One or two day training event to improve Help Hub operations and services. 10,000

Cancer Support Community of Central Indiana

5150 West 71st Street
Indianapolis,IN46268 		  PC To support the 2024 Laughing Matters event. 3,500

Capital B News Inc

209 W 29th Street Suite 107
New York,NY10001 		  PC To provide general operating support to a nonprofit news organization that's strengthening the local news ecosystem nationally. 150,000

Care and Progress Community Development

2568 Martin Luther King Jr Ave SE
Washington,DC20020 		  PC To support the Excel Academy Community Crisis Project and Sportsarama programming. 10,000

Catalyst Education Inc

721 Hillary Street Suite 2
New Orleans,LA70118 		  PC To support the Higher Education Equity Network (HEEN) to convene leaders, lead sector-wide dialogue and develop research on postsecondary outcomes for Black, Latino/a, and Indigenous students. 100,000

Center for American Progress

1333 H Street Northwest Suite 100E
Washington,DC20005 		  PC To support the Center for American Progress' Summit on Education. 10,000

Center for Leadership Development

2425 Dr Martin Luther King Jr Str
Indianapolis,IN462085546 		  PC To support the 44th Annual Minority Achievers Awards & Scholarship Gala 10,000

Center for Leadership Development

2425 Dr Martin Luther King Jr Str
Indianapolis,IN462085546 		  PC To support the Center for Leadership Development's 45th Annual Minority Achievers Awards & Scholars Gala 12,500

Center for Racial Equity in Education

3424 Ashley View Drive
Charlotte,NC28213 		  PC To support CREED to elevate policy to improve opportunities for students attending North Carolina's ten Historically Black Colleges and Universities (NC10). 150,000

Center for Regional Economic Competitiveness

1700 N Moore Street Suite 1500 PO B
ox 12546
Arlington,VA22209 		  PC To support the annual joint Council for Community and Economic Research (C2ER) Conference / Labor Market Information (LMI) Institute Forum. 14,000

Central Indiana Community Foundation

615 N Alabama St 119
Indianapolis,IN46204 		  PC To support Power of Women: An Evening with Ruby Bridges - Civil Rights Activist. 5,000

Central Indiana Corporate Partnership Foundation

1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		  PC To support the 2024 TechPoint Mira Awards. 5,000

Century Foundation Inc The

One Whitehall Street 15th Floor
New York,NY10004 		  PC To support research to help with identifying the underlying issues in funding of HBCUs. 25,000

Chaffey Community College

5885 Haven Avenue
Rancho Cucamonga,CA91737 		  PC to support the execution of the college's marketing and digital outreach strategy 50,000

Children's Bureau Inc

1575 Dr Martin Luther King Jr Str
Indianapolis,IN46202 		  PC To support the Firefly Trivia Night 5,000

Children's Museum of Indianapolis Inc

3000 North Meridian Street
Indianapolis,IN46208 		  PC To support 2024 Museum by Moonlight. 5,000

Christel House International Inc

2960 North Meridian Street Suite 1
Indianapolis,IN46208 		  PC To support the Christel House College and Careers program. 100,000

Christian Theological Seminary

1000 West 42nd Street
Indianapolis,IN46208 		  PC To support the Faith & Action Project Spring Conference, Economic Disparities: What is Our Role? 7,500

Christian Theological Seminary

1000 W 42nd Street
Indianapolis,IN46208 		  PC To support the Faith & Action Project 2025 Conferences. 25,000

Civic Nation

1156 15th Street NW 1000
Washington,DC20005 		  PC To support the Change Collective Initiative. 100,000

Civic Nation

1156 15th Street NW 1000
Washington,DC20005 		  PC To expand Civic Nation's student debt clinics 70,000

Civic News Company

450 Seventh Avenue 32nd Floor
New York,NY10123 		  PC To support higher education coverage in Colorado. 200,000

Civic News Company

450 Seventh Avenue 32nd Floor
New York,NY10123 		  PC To provide general operating support for the education news nonprofit Chalkbeat Indiana, a partner in the Indiana Local News Initiative. 100,000

Clean Power Institute

1299 Pennsylvania Avenue NW Suite
Washington,DC20004 		  PC To pilot a community college training program for wind technicians. 150,000

Cleveland State University Foundation

2121 Euclid Ave UN501
Cleveland,OH44115 		  PC To support a site visit identifying how collaboration between higher ed institutions, cities, and regions can support sustainable development goals. 20,000

Coburn Place Safe Haven II Inc

604 East 38th Street
Indianapolis,IN46205 		  PC To provide 2025 support for the Coburn Academy 10,000

Coleridge Initiative Inc

1740 Broadway 15th Floor
New York,NY10019 		  PC To support the 4th Annual National Convening of the Coleridge Initiative 10,000

College Mentors for Kids Inc

6081 East 82nd Street Suite 420
Indianapolis,IN46250 		  PC To support the 2024 College Mentors for Kids National Conference 5,000

Collegiate Directions Inc

4827 Rugby Avenue Ste 001
Bethesda,MD20814 		  PC To support CDI's 14th Annual Spring Benefit 2,500

Colorado Department of Higher Education

1600 Broadway Suite 2200
Denver,CO80202 		  GOV To support the Colorado Department of Higher Education's Equity Day of Action. 6,000

Commission On Independent Colleges & Universities

17 Elk St Fl 2
Albany,NY12207 		  PC To support technical assistance in New York aligned with Lumina's state policy agenda. 11,000

Committee for Education Funding

1800 M South Tower
Washington,DC20036 		  NC To support the Committee for Education Funding's 2024 Reception and Awards Gala. 3,000

Communications Network The

777 6th Street NW 11th Floor
Washington,DC20001 		  PC To support The Communications Networks 2024 annual conference. 30,000

Community College of Beaver County

1 Campus Dr
Monaca,PA15061 		  GOV to support the execution of the college's marketing and digital outreach strategy 50,000

Community Services Society of New York

633 Third Avenue 10th Floor
New York,NY10017 		  PC To provide capacity building support to the Education Debt Consumer Assistance Program. 300,000

Competency-Based Education Network

1417 Hanson Drive
Franklin,TN37067 		  PC To pilot competency-based math course redesign models to foster more equitable pathways to success at community colleges 700,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC to support the continued implementation of the Historically Black Community College Network 740,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC To support CCA's 2024 Annual Convening in Indianapolis. 25,000

Complete College America

350 Massachusetts Ave Suite 300
Indianapolis,IN46204 		  PC To advance higher education outcomes for learners of color and other marginalized groups by hosting a think tank of national leaders and creating a guidebook to elevate current issues and potential strategies for the post-secondary community. 50,000

Congregation of Holy Cross US Province

PO Box 765
Norte Dame,IN46556 		  PC To support the care of elderly priest and religious. 60,000

Congressional Black Caucus Foundation

1720 Massachusetts Avenue Northwes
Washington,DC20036 		  PC To support the CBC Annual Legislative Conference. 10,000

Conner Prairie Museum Inc

13400 Allisonville Road
Fishers,IN46038 		  PC To support the Access Pass Program 5,000

Corporation for a Skilled Workforce

PO Box 17
Hartland,MI48353 		  PC Joint reception for CSW ACE-UP convening and USDOL Strengthening Community College Training grantees. 20,000

Council for Adult and Experiential Learning

55 East MonroeSuite 2710
Chicago,IL60603 		  PC To provide technical assistance to the 5 HBCU Adult Learner Initiative institutions in North Carolina. 145,000

Council for Opportunity in Education

1025 Vermont Ave NW Suite 400
Washington,DC20005 		  PC To support the 41st Student Financial Aid Research Network (SFARN) Conference. 10,000

Council for the Study of Community Colleges (CSCC)

51 Gerty Drive Room 113 c/o Office
of Community College Res
Champaign,IL61820 		  PC To support the 2025 Council for the Study of Community Colleges annual conference 2,500

Council on Postsecondary Education

100 Airport Road 3rd Floor
Frankfort,KY40601 		  PC To plan for the alignment of existing initiatives toward a simplified admissions process for Kentucky students 100,000

Covenant House

5 Penn Plaza
New York,NY10001 		  PC To provide support of the Covenant House mission to end youth homelessness. 5,000

Data Foundation The

1100 13th Street NW Suite 800
Washington,DC20005 		  PC To support the AI-Ready Education & Workforce Data Workshop. 10,000

Data Quality Campaign Inc

PO Box 65858
Washington,DC20035 		  PC To elevate the use of state longitudinal data systems in automating admissions processes and to provide TA to Great Admissions Redesign grantees 180,000

DC Central Kitchen

2121 First Street SW
Washington,DC20024 		  PC To support the Culinary Job Training Chili Cook-Off 5,000

DC Volunteer Lawyers Project

5335 Wisconsin Avenue
Washington,DC20015 		  PC To support the 2024 Annual Benefit "Safe Homes Build Safe Communities" 5,000

Deep South Today

750 Woodlands Pkwy Suite 100
Ridgeland,MS39157 		  PC To support in-depth coverage of higher education issues in Mississippi. 80,000

Diversity in Leadership

2650 Dr Martin Luther King Jr St Un
it 88784
Indianapolis,IN462085866 		  PC To support the Diversity in Leadership program. 25,000

Domestic Violence Network of Greater Indianapolis

9245 North Meridian Street STE 235
Indianapolis,IN46260 		  PC To support the event, A Night with Project Heal 2,500

Doorways for Women and Families Inc

671 N Glebe Rd Suite 610
Arlington,VA22203 		  PC To provide general operating support. 5,000

Dress for Success Indianapolis

820 North Meridian Street
Indianapolis,IN46204 		  PC To support the Stepping Out In Style reception for Dress For Success. 5,000

Economic Club of Indiana The

1630 North Meridian Street
Indianapolis,IN46202 		  PC To support the 24/25 Economic Club Speaker Series 11,500

Education Leaders of Color Inc

3680 Wilshire Blvd Ste P-04-1052
Los Angeles,CA90010 		  PC To support the Education Leaders of Color (EdLoC) 2024 National Convening 5,000

Education Strategy Group

4716 Drummond Avenue
Chevy Chase,MD20815 		  NC To provide technical assistance to SHEEOs involved in cross-agency workforce collaboratives, and facilitate the launch for an 8 state collaborative on electric vehicles. 250,000

Education Strategy Group

4716 Drummond Avenue
Chevy Chase,MD20815 		  NC to provide wrap-up and sustainability support for states and colleges involved in REACH 48,000

Education Trust Inc

580 2nd Street Suite 200
Oakland,CA94607 		  PC To support the 2024 Education Equity Forum in Oakland, CA. 10,000

Education United Indy Inc

1100 W 42nd St
Indianapolis,IN46208 		  PC To support the Freedom Readers program, an initiative focused on empowering parents and caregivers to support their children and other learners to read at or above grade level. 7,500

Elizabeth City State University

1704 Weeksville Rd
Elizabeth City,NC27909 		  GOV To build the capacity to serve adult learners at HBCUs. 125,000

Emerging Practitioners in Philanthropy

201 N Union Street Suite 110
Alexandria,VA22314 		  PC To support the 2024 EPIP Conference. 10,000

Emory University

1762 Clifton Road Suite 2400
Atlanta,GA30322 		  PC To support the Emory Center for Public Scholarship and Engagement's 2024 Ideas Festival. 15,000

EmployIndy

101 W Washington Street Suite 120
Indianapolis,IN46204 		  PC To support the development of a strategic plan for the Good Wages Initiative in Central Indiana. 15,000

Equity Research Cooperative

3051 North 35th Street
Philadelphia,PA19132 		  PC To launch research projects and build coalitions to create actionable evidence for college affordability, including the free college and student debt relief movement. 150,000

Excelencia in Education Inc

1156 15th Street NW Suite 1001
Washington,DC20005 		  PC To support "The UTEP Story," a book project highlighting a leading institution for advancing Latino student success. 50,000

Excelencia in Education Inc

1156 15th Street NW Suite 1001
Washington,DC20005 		  PC To inform institutional, state, and national policy with practices and strategies to address affordability and more intentionally serve Latino students 200,000

Family and Youth Initiative Inc

853 New Jersey Avenue SE Suite 200
Washington,DC20003 		  PC To support the Establishing Roots Fundraiser 5,000

First United Methodist Church of Hoopeston

403 E Main St
Hoopeston,IL60942 		  PC To provide support. 5,100

Five Pearls Foundation

PO Box 2271
Indianapolis,IN46206 		  PC To support multiple 2025 programs: Scholarship Tea, Youth Step Down, Financial Literacy Program, Sisterhood Tea 15,000

Florida Association for Institutional Research Inc

1000 College Blvd
Pensacola,FL32504 		  NC To support the 2024 Florida Association for Institutional Research (virtual) annual conference. 1,000

Food Research & Action Center

11 Dupont Circle NW Suite 500
Washington,DC20036 		  PC To support the Food Research and Action Center's 2024 Benefit Breakfast. 2,500

Foothills Caring Corps

7275 E Easy Street
Carefree,AZ85377 		  PC To support the services provided by Foothills Caring Corp. 10,000

Foster Success

546 East 17th Street Suite 206
Indianapolis,IN46202 		  PC To support the Breaking Down Barriers program 5,000

Foundation for California Community Colleges

1102 Q Street Suite 4800
Sacramento,CA95811 		  PC To support the California Education Learning Lab to develop a novel statewide, intersegmental professional learning cooperative serving California's public higher education institutions. 200,000

Foundation for California Community Colleges

1102 Q Street Suite 4800
Sacramento,CA95811 		  PC To support implementation of California's Master Plan for Career Education. 200,000

Foundation for California Community Colleges

1102 Q Street Suite 4800
Sacramento,CA95811 		  PC The C3Converge is a convening bringing together community colleges from California and across the nation to discuss the role that community colleges can play in mitigating the impacts of climate change. 5,000

Foundation for Louisiana

4354 S Sherwood Forest Blvd Suit
Baton Rouge,LA70816 		  PC To support the voice, vision and value restorative healing retreats. 10,000

Franklin College of Indiana

101 Branigin Boulevard
Franklin,IN46131 		  PC To support the 2024 Indiana High School Press Association annual convention keynote 10,000

Free Press

1025 Connecticut Ave NW Ste 1110
Washington,DC20036 		  PC To provide general operating support for a nonpartisan nonprofit that strengthens local news through public policy education. 150,000

Free Press Indiana Inc

805 N Audubon Rd
Indianapolis,IN46219 		  PC To support advertising and marketing efforts to build audience and brand recognition for a local newsroom. 200,000

Funders Together to End Homelessness Inc

89 South Street Suite 603
Boston,MA02111 		  PC To support Workforce Matters' Further Together 2024 Conference. 5,000

Generation Hope

415 Michigan Avenue NE Suite 430
Washington,DC20017 		  PC To support the HOPE national convening to support the success of student parents 10,000

Georgetown University

37th O Streets Northwest Box 571168
Washington,DC20057 		  PC To strengthen the alignment of postsecondary education and workforce via research and technical assistance. 900,000

Georgia State University Foundation

PO Box 2668
Atlanta,GA303012668 		  PC To support The National Institute for Student Success to deliver its Diagnostic Playbook services to 3 SUNY institutions. 200,000

Girls Incorporated of Greater Indianapolis

3935 North Meridian Street
Indianapolis,IN462084011 		  PC To support the TogetHER event. 5,000

Gleaners Food Bank of Indiana Inc

3737 Waldemer Avenue
Indianapolis,IN46241 		  PC To provide support to the Gleaners School-Based Pantry program. 10,000

Gleaners Food Bank of Indiana Inc

3737 Waldemer Avenue
Indianapolis,IN46241 		  PC To support the School-Based Pantries program. 10,000

Glendale College Foundation

1500 North Verdugo Road
Glendale,CA912082894 		  PC to develop a comprehensive faculty and staff development program that supports improved participation, student success, completion, and program quality. 50,000

Grantmakers Concerned with Immigrants and Refugees

PO Box 1100
Sebastopol,CA95473 		  PC To support the 2024 biennial national convening of Grantmakers Concerned with Immigrants and Refugees. 5,000

Grantmakers for Education

400 SE 103rd Drive 33348
Portland,OR97216 		  PC To support the 2024 Grantmakers for Education Annual Conference. 15,000

Grantmakers for Effective Organizations

1725 DeSales Street Northwest Sui
Washington,DC200364406 		  PC To support the 2024 GEO Learning Conference. 10,000

Greater DC Diaper Bank

1532 A Street NE
Washington,DC20002 		  PC To support the Diaper Distribution. 10,000

Greater Indianapolis Chamber of Commerce

111 Monument Circle Suite 1950
Indianapolis,IN46204 		  SO I To support the Fast Forward event. 7,500

Greater Indianapolis Chamber of Commerce

111 Monument Circle Suite 1950
Indianapolis,IN46204 		  SO I To support the Indy Chamber's Business Equity Initiative. 50,000

Greater Washington Educational Telecommunications Association Inc

3939 Campbell Avenue
Arlington,VA22206 		  PC To support public television news broadcast segments related to the nation's need for increased educational attainment after high school. 650,000

Heartland Film Inc

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

Higher Learning Advocates

444 North Capital Street NW 612 5
Washington,DC20001 		  PC To support the 2024 DC Student Summit 10,000

Hispanics in Philanthropy

414 13th Street Suite 200
Oakland,CA94612 		  PC To support the 2025 Hispanics in Philanthropy (HIP) and Native Americans in Philanthropy (NAP) joint conference. 10,000

Hope Academy Inc

3919 Madison Avenue Suite 100
Indianapolis,IN46227 		  PC To support the 2024 Rise & Shine for Hope event. 3,000

Horton's Kids Inc

2233 Hunter Place SE
Washington,DC20020 		  PC To support the 16th Annual Home Runs for Horton's Kids 10,000

Horton's Kids Inc

2233 Hunter Place SE
Washington,DC20020 		  PC To support the 17th Annual Home Runs for Horton's Kids 10,000

HVAF of Indiana Inc

964 North Pennsylvania Street
Indianapolis,IN46204 		  PC To provide general support following a major fire to HVAF. 10,000

Illinois Board of Higher Education

1 North Old State Capitol Plaza Sui
te 333
Springfield,IL627011377 		  GOV To implement direct admissions statewide in Illinois for community college transfer students and high school seniors, using the Common App 750,000

Immigrant Welcome Center

2236 East Tenth Street
Indianapolis,IN062012006 		  PC To support the Immigrant Welcome Center's Year-End Campaign. 10,000

Indiana Bar Foundation

615 North Alabama Suite 426
Indianapolis,IN46204 		  PC To support the Mock Trial Diversity Initiative 5,000

Indiana Black Expo

601 N Shortridge Rd
Indianapolis,IN46219 		  PC To support the 2024 Summer Celebration 10,000

Indiana Black Expo

601 N Shortridge Rd
Indianapolis,IN46219 		  PC To support the Indiana Black Expo 2025 Education Conference. 12,500

Indiana Citizen Education Foundation Inc

3544 Clearwater Circle
Indianapolis,IN46240 		  PC To provide general operating support to a nonprofit news organization that provides nonpartisan coverage of elections and voting in Indiana. 100,000

Indiana Civil Rights Commission

100 N Senate Ave Room N300
Indianapolis,IN46202 		  PC To support the 2024 Civil Rights Awards Dinner 2,500

Indiana Conference for Women LTD

9245 North Meridian Street Suite 3
Indianapolis,IN46260 		  PC To support the 2024 Indiana Conference for Women 5,000

Indiana Diaper Bank

5303 W 86th Street
Indianapolis,IN46268 		  PC To provide support in Diaper Partner Distribution. 10,000

Indiana Latino Institute Inc

2126 N Meridian Street Suite 100
Indianapolis,IN46202 		  PC To support the 2024 Latino Education Summit 10,000

Indiana Latino Institute Inc

2126 N Meridian Street Suite 100
Indianapolis,IN46202 		  PC To support the Indiana Latino Institute's 2025 Education Summit. 12,500

Indiana Philanthropy Alliance

1100 Symphony Centre32 East Washing
Indianapolis,IN462043583 		  PC To support the Indiana Philanthropy Alliance's biannual conference. 5,000

Indiana Repertory Theatre

140 W Washington Street
Indianapolis,IN46204 		  PC To support the Indiana Repertory Theatre's 2024/2025 season. 10,000

Indiana Sports Corporation

201 South Capitol Avenue Suite 1200
Indianapolis,IN46225 		  PC To support the 2024 Indiana Sports Corp Challenge - Youth Grant Program Donation 1,000

Indiana State Chamber of Commerce Foundation Inc

115 West Washington Street Suite 8
Indianapolis,IN46204 		  SO I To support the 2024 Diversity, Equity & Inclusion Summit 2,500

Indiana University Health Foundation Inc

1633 North Capitol Avenue
Indianapolis,IN46202 		  SO I To support REV 2024. 6,500

Indiana University Health Foundation Inc

1633 North Capitol Avenue
Indianapolis,IN46202 		  SO I To support REV 2025. 6,500

Indiana University Lilly Family School of Philanthropy

301 University BoulevardUniversity
Indianapolis,IN46202 		  PC The June 2025 HEP Conference will gather approximately 50 participants from policy, practice, philanthropy, and scholarship to consider the design principles for the future of the nexus between higher education and philanthropy. 20,000

Indianapolis Chess Club & Scholastic Center Inc

PO Box 40663
Indianapolis,IN46240 		  PC To support Indy Chess' Weekly Chess Night 3,600

Indianapolis Children's Choir

4600 Sunset Avenue
Indianapolis,IN46208 		  PC To support the 2024 Sing-A-Thon 1,000

Indianapolis Downtown Inc

111 Monument Circle Suite 250
Indianapolis,IN46204 		  PC To support the 2024 State of Downtown. 2,000

Indianapolis Press Club Foundation Inc

PO Box 40923
Indianapolis,IN462400923 		  PC To support the 2024 Thomas Keating Competition 5,000

Indianapolis Professional Association

PO Box 20712
Indianapolis,IN46220 		  PC To support IPA's 2024 Spring and Fall Networking Events 3,500

Indianapolis Zoological Society

1200 West Washington StreetPO Box
Indianapolis,IN46222 		  PC To support Zoobilation 2024. 10,000

Indianapolis Zoological Society

1200 West Washington StreetPO Box
Indianapolis,IN46222 		  PC To support the Indianapolis Prize Gala to celebrate the victories of the world's leading animal conservationists. 6,000

Indianapolis Zoological Society

1200 West Washington StreetPO Box
Indianapolis,IN46222 		  PC To support Zoobilation 2025. 10,000

Indy Black Professionals Inc

6101 North Keystone Ste 100 1423
Indianapolis,IN46220 		  PC To support 3rd Annual AfroBall Indy 2024 2,500

Indy Reads

40 East Saint Claire Street
Indianapolis,IN46204 		  PC To support The Ruby Slippers Fundraising Breakfast 10,000

InnoPower Indy Inc

5868 E 71st Suite E-356
Indianapolis,IN46220 		  PC To support the InnoPower Minority Business Week. 7,500

Innovation for Equity Inc

The Gathering Spot 1720 I Street NW
Suite 4
Washington,DC20006 		  PC To support Innovation Equity's 2024 HBCU EdTech Summit 10,000

Institute for College Access and Success The

1300 Clay Street Suite 1020
Oakland,CA94612 		  PC To support TICAS's state policymaker network convening to discuss debt free college. 25,000

Institute for Higher Education Policy

1615 L Street NW Suite 310
Washington,DC20036 		  PC To support a networking reception for attendees at the Raise the Bar: College Excellence and Equity summit 5,000

International Center for Journalists Inc

750 17th Street NW Ste 300
Washington,DC20006 		  PC To support a convening with international journalists to design an initiative on college campuses focused on advancing free expression and free press. 120,000

International Center The

One Indiana Square Suite 200
Indianapolis,IN46204 		  SO I To support the 2024 Loving Day Celebration 2,500

Jack and Jill of American Foundation Inc

1930 17th Street Northwest
Washington,DC200096207 		  PC To support the 2024 Mid-Atlantic Region Children's Cluster conference. 5,000

Jack and Jill of American Foundation Inc

1930 17th Street Northwest
Washington,DC200096207 		  PC To support 2024 Fundraising Supporting the College Gap Fund 5,000

Jed Foundation The

1140 BroadwaySuite 803
New York,NY10001 		  PC To support the JED Foundation's second annual Mental Health Policy Summit. 10,000

Jefferson State Community College

2601 Carson Road
Birmingham,AL35215 		  GOV to support the execution of the college's marketing and digital outreach strategy 50,000

Jobs for the Future Inc

50 Milk Street Floor 17
Boston,MA02109 		  PC To support JFF's Big Blur State Policy Advocacy Action Lab, a pre-meeting at its Pathways to Prosperity Network convening. 20,000

John N Gardner Institute

123 East Main Street Suite 201A
Brevard,NC28712 		  PC To work with Kentucky Council on Postsecondary Education institutions to create and implement five-year plans that transform the foundational postsecondary experience. 670,000

Johnson C Smith University

100 Beatties Ford Road
Charlotte,NC28216 		  PC To build the capacity to serve adult learners at HBCUs. 125,000

Johnson County Community College

12345 College Blvd
Overland Park,KS662101299 		  GOV To develop, pilot, and assess a data collection tool tailored to the needs of Tribal Colleges and Universities (TCUs) 72,000

Joseph Maley Foundation

PO Box 681010
Indianapolis,IN46077 		  PC To Support Disability Awareness Program 7,500

JSI Research and Training Institute Inc

44 Farnsworth Street
Boston,MA022101209 		  PC to provide guidance and support to states on implementing Ability to Benefit 50,000

La Plaza Inc

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

Latino Community Development Corporation

9445 Champton Dr
Indianapolis,IN46254 		  PC To support the 2024 Santa Comes to Town event. 5,000

Latino Policy Forum

180 N Michigan Ave Ste 1250
Chicago,IL60601 		  PC To provide technical assistance to the Latino Policy Forum aligned with Lumina's state policy agenda. 25,000

Lawyers' Committee for Civil Rights Under Law

1500 K Street NW Suite 900
Washington,DC20005 		  PC To address challenges arising from US Supreme Court rulings prohibiting colleges and universities from considering race as one factor among many in college admissions 230,000

Leadership Conference Education Fund The

1620 L Street NW 1100
Washington,DC20036 		  PC To convene a coalition of national civil rights partners around advancing racial equity and economic mobility in federal higher education policy 250,000

Leadership Conference Education Fund The

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

LIFT Inc

999 N Capitol Street NE Suite 310
Washington,DC20002 		  PC to support the 25th anniversary event of LIFT and advance the organization's economic mobility mission 10,000

Linked Learning Alliance

730 Harrison Street 4th Floor
San Francisco,CA94107 		  PC To evaluate the implementation and progress of the Golden State Pathways Program in California. 200,000

Little Red Door Cancer Agency The

1801 N Meridian Street
Indianapolis,IN46202 		  PC To honor Lisa's retirement from the Foundation. 5,000

Local Initiatives Support Corporation

202 East Market Street
Indianapolis,IN46204 		  PC To support LISC's Building Bridges Award program. 5,000

Los Angeles Alliance for a New Economy

464 Lucas Avenue
Los Angeles,CA90017 		  PC To support the decarbonization efforts of the Los Angeles Unified School District through creation of training and certification pathways in the solar, infrastructure, and EV industries. 100,000

Louisiana Board of Regents

PO Box 3677
Baton Rouge,LA70821 		  GOV To plan for automated admissions for Louisiana's universal transfer pathway students and high school seniors 300,000

Louisiana Board of Regents

PO Box 3677
Baton Rouge,LA70821 		  GOV To support a faculty professional development program to equip faculty with equity-driven pedagogical tools to improve student learning and close equity gaps. 330,000

Louisiana Board of Regents

PO Box 3677
Baton Rouge,LA70821 		  GOV Statutorily required update to funding formula in Louisiana. NCHEMS will be contracted to do the work and Lumina is contributing $25,000 to support the effort. 25,000

Lyndon Baines Johnson Foundation The

2313 Red River Street
Austin,TX78705 		  PC To support the Trust, News & Democracy Conference at the LBJ Library. 10,000

Madam Walker Legacy Center

617 Indiana Avenue Suite 320
Indianapolis,IN462023173 		  PC To support the 2024 Legacy Fest 7,500

Madam Walker Legacy Center

617 Indiana Avenue Suite 320
Indianapolis,IN462023173 		  PC To provide support for educational and artistic programs. 5,000

Martha's Table Inc

2375 Elvans Road SE
Washington,DC20020 		  PC To provide general operating support. 5,000

Maryland Higher Education Commission

6 North Liberty Street
Baltimore,MD21201 		  PC To support The Maryland Higher Education Commission's statewide strategic planning. 70,000

Mass Ave Cultural Arts District

576 E Vermont Street
Indianapolis,IN46202 		  PC To support the Mass Ave Adopt-A-Flowerbed Program 5,000

Media Impact Funders Inc

200 W Washington Square Suite 220
Philadelphia,PA19106 		  PC To support the 2025 and 2026 Media Impact Forum and Journalism Funders Network conferences. 100,000

Media Impact Funders Inc

200 W Washington Square Suite 220
Philadelphia,PA19106 		  PC To support an executive search for a network that advances the work of media funders. 50,000

Memorial Community Development Corporation

645 Connie Robinson Way
Evansville,IN47713 		  PC To provide general operating support for Our Times, a Black community newspaper in Evansville, Indiana. 210,000

Mentoring Women's Network Foundation

8425 Woodfield Crossing Blvd 100
Indianapolis,IN46240 		  PC To support the 2024 "Pass The Mic" event. 1,500

Metropolitan Indianapolis Public Media

1630 North Meridian Street Suite 2
Indianapolis,IN462021437 		  PC To provide 2024 sponsorship support to WFYI Public Media. 20,000

Metropolitan Indianapolis Public Media

1630 North Meridian Street Suite 2
Indianapolis,IN462021437 		  PC In honor of John Strauss retirement from Lumina. 500

Metropolitan Indianapolis Public Media

1630 North Meridian Street Suite 2
Indianapolis,IN462021437 		  PC To support the WFYI LIVE 2025 20,000

Metropolitan State University of Denver

PO Box 173362
Denver,CO802173362 		  GOV To support the 2024 Colorado HSI Summit. 20,000

Miami University

501 E High St
Oxford,OH450563493 		  PC To implement a faculty professional development intervention to promote innovation and equity in redesigning programs, courses, and learning environments. 300,000

Michelson 20MM Foundation Inc

555 W 5th Street 35th Floor
Los Angeles,CA90013 		  POF to advance equity and systemic change for student parents in California. 25,000

Michigan Colleges Alliance

26555 Evergreen Road Suite 1055
Southfield,MI48076 		  PC To support the 2024 Mackinac Roundtable on Talent convening. 7,500

Michigan Community College Foundation

110 W Michigan Ave Suite 650
Lansing,MI48933 		  PC To support the organization Education for All in facilitating professional development across a broad range of community colleges across states. 50,000

Michigan State University

429 Auditorium Road Room 360
East Lansing,MI48824 		  GOV To support research on trusted messengers for local news in Indiana. 140,000

Milk Bank Inc The

5060 E 62nd Street Suite 128
Indianapolis,IN46220 		  PC To provide general operating support. 10,000

Minnesota Education Equity Partnership

2233 University Ave W Suite 220
St Paul,MN55114 		  PC To support MNEEP's efforts to provide education about state-level policies that increase equitable postsecondary attainment. 100,000

Mission Investors Exchange

107 Spring Street
Seattle,WA981041005 		  PC Biennial convening for impact investors in philanthropy 35,000

Mississippi Alliance of Independent Colleges and Universities

200 S Capitol Stree
Clinton,MS39056 		  PC To support the Mississippi Alliance of Independent Colleges in hosting their annual Mississippi Alliance of Colleges and Universities convening. 5,000

Missouri Department of Higher Education & Workforce Development

301 W High Street Suite 860
Jefferson City,MO65101 		  GOV To support Missouri's statewide talent summit: 50 Years of Talent Development in Missouri - Looking Back to Move Ahead 10,000

Mitch Daniels Leadership Foundation

880 Monon Green Blvd Suite 101
Carmel,IN46032 		  PC To support the MDLF Daniel's Prize Awards Gala. 5,000

Modern Language Association of America

85 Broad Street
New York,NY100042434 		  PC To support the Modern Language Association's 2024 Summer Seminar. 5,000

Mount Moriah Missionary Baptist Church

2349-51 North Keystone Way
Indianapolis,IN46218 		  PC To support the 16th Annual Jeremiah Williams Domestic Violence Awareness Program and Walk 2,500

Myfuturenc Inc

301 N WILMINGTON ST
Raleigh,NC27601 		  PC To support the North Carolina Financial Aid Summit. 10,000

NAFSA Association of International Educators

1425 K Street NW
Washington,DC20005 		  PC To support membership in the Global Partnership Program 4,500

Naptown African American Theatre Collective Inc

PO Box 44495
Indianapolis,IN46244 		  PC To support the 2024-2025 season production of Judy's Life's Work. 5,000

National Academy of Sciences

500 5th Street NW 11th Floor
Washington,DC20001 		  PC To support a workshop to further explore the role of higher education in advancing climate action 5,000

National Association of Black Journalists

8701-A Adelphi Road
Hyattsville,MD207837101 		  PC To support Lumina's NABJ panel session on the value of higher education. 25,000

National Association of Diversity Officers in Higher Education

2455 E Sunrise Blvd Suite 816
Fort Lauderdale,FL33304 		  PC To support the Student Voices Forum of NADOHE's 2024 Annual Conference. 25,000

National Association of System Heads

3300 Metzerott Road
Adelphi,MD20783 		  PC To support the 2024 National Association of Higher Education Systems (NASH) Superconvening: Systemness at Scale in Washington, D.C. 5,000

National Black Caucus of State Legislators

444 North Capitol Street Northwest
Washington,DC20001 		  PC To support the The National Black Caucus of State Legislator's 48th annual convening. 10,000

National Center for Civic Innovation Inc

121 Avenue of the Americas 6th Flo
New York,NY10013 		  PC To support a convening for a full-day working session with all organizational partners and contributors to the Higher Ed Immigration Portal Partner meeting to review and finalize the portal redesign. 15,000

National Center for Civic Innovation Inc

121 Avenue of the Americas 6th Flo
New York,NY10013 		  PC To support the Policy Strategy Session on Higher Education and Immigration (March 2025) and SUCCESS Convening (September 2025) 140,000

National Center for Higher Education Management Systems

3035 Center Green Drive Suite 150
Boulder,CO80301 		  PC To support technical assistance in Wisconsin aligned with Lumina's state policy agenda. 10,000

National College Attainment Network

800 17th St NW Suite 630
Washington,DC20006 		  PC To support NCAN's national digital communications campaign to increase FAFSA completion rates 100,000

National Council for Workforce Education

122 Calistoga Road 257
Santa Rosa,CA95409 		  PC To support a pre-conference session gathering community college leaders to discuss workforce education trends and best practices. 20,000

National Fund for Workforce Solutions

1250 Connecticut Ave NW suite 200
Washington,DC20036 		  PC To support National Fund for Workforce Solution's biannual conference, SHIFT. 5,000

National Student Legal Defense Network

1701 Rhode Island Ave NW
Washington,DC20036 		  PC To support policy analysis and advocacy addressing reverse redlining and basic needs insecurity in higher education. 200,000

Native Americans In Philanthropy

1140 3rd Street NE 2nd Floor
Washington,DC20002 		  PC To support the 2024 Native Americans in Philanthropy Annual Conference. 5,000

NCCC Foundation Inc

3111 Saunders Settlement Road
Sanborn,NY14132 		  PC to support the execution of the college's marketing and digital outreach strategy 50,000

New America Foundation

740 15th Street Northwest Suite 90
Washington,DC20005 		  PC To support the final in-person meeting of the 15 Workforce Transformation Cohort colleges. 30,000

New England Commission of Higher Education

301 Edgewater Place Suite 210
Wakefield,MA01880 		  PC To build on the work of the Lumina-funded NECHE Taskforce on Non-Credit Credential Recognition by piloting the use of a new Non-Credit quality assurance framework at 4-6 member and non-member institutions. 150,000

New School The

53 West 13th Street
New York,NY10011 		  PC To support a design challenge around how community colleges in the South can become local news hubs. 100,000

New Venture Fund

1201 Connecticut Avenue NW Suite
Washington,DC20036 		  PC To support efforts of the Census Equity Initiative encouraging people to complete the American Community Survey. 150,000

New Venture Fund

1201 Connecticut Avenue NW Suite
Washington,DC20036 		  PC The purpose of the event is to get funders ready for Census 2030. 15,000

Nextech Org Inc

615 N Alabama St Ste 300
Indianapolis,IN46204 		  SO I To support the Navigate Virtual Conference 2025 5,000

North Carolina Independent Colleges & Universities

530 N Blount Street
Raleigh,NC27604 		  PC To enhance institutional and faculty engagement in North Carolina independent colleges and community colleges aligning with the development of a new transfer technology. 50,000

Northern Arizona University Foundation

PO Box 4094Building 10 Old Main
Flagstaff,AZ86011 		  PC To expand Northern Arizona University's universal admissions program to nine Arizona community college districts 750,000

Ocean County College

1 College Dr
Toms River,NJ08754 		  PC to support the execution of the college's marketing and digital outreach strategy 50,000

Office of Research Administration

201 North Rose Avenue
Bloomington,IN47405 		  PC To leverage existing and future data from the NSSE Career & Workforce Preparation topical module. 100,000

Ohlone Community College District

43600 Mission Blvd
Fremont,CA94139 		  PC to support the execution of the college's marketing and digital outreach strategy 50,000

One World Education

1800 KENYON ST NW
Washington,DC20010 		  PC To support three One World Education hosted events: the Graduation Celebration, the Fall One World Challenge, and the Spring One World Challenge. 5,000

Open Campus Media Inc

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

Openlands

25 E Washington St Ste 1650
Chicago,IL60602 		  PC To provide general support. 28,000

Organisation for Economic Cooperation and Development

2 rue Andre-Pascal
PARIS    
FR 		  GOV To identify international best practices in how collaboration between higher ed institutions, cities, and regions can support sustainable development goals. 265,000

OutCare Health Inc

7050 Wildridge Dr
Indianapolis,IN46256 		  PC To support OutCare Health's LGBTQ+ Initiatives 2,500

Outreach Inc

PO Box 11416
Indianapolis,IN46201 		  PC To support the 2024 Walking for Dreams event. 2,500

Owens Community College Foundation

30335 Oregon Rd
Perrysburg,OH43551 		  PC to support the execution of the college's marketing and digital outreach strategy 50,000

Partnership for College Completion

200 S Michigan Avenue Suite 1410
Chicago,IL60604 		  PC To support community engagement and strategic communications related to equitable higher education policy in Illinois. 175,000

PAVE Inc

1342 Florida Ave NW
Washington,DC20009 		  PC To support the 2024 PAVE Parent Power Awards 5,000

PEN America

588 Broadway Suite 303
New York,NY10012 		  PC To support the 2024 PEN America Freedom to Learn Summit in Washington, D.C. 3,000

PEN America

588 Broadway Suite 303
New York,NY10012 		  PC To develop resources to support free speech in higher education 100,000

Postsecondary National Policy Institute

1828 L Street NW Suite 300-E c/o Ne
w Venture Fund
Washington,DC20036 		  SO I To support extending PNPI's Summer Policy Institute to Washington, DC interns. 6,000

President and Fellows of Harvard College

1033 Massachusetts Avenue 5th Floo
Cambridge,MA02138 		  PC To help journalists understand and use research on higher education topics through The Journalist's Resource. 100,000

Project on Predatory Student Lending Inc

769 Centre Street STE 166
Jamaica Plain,MA02130 		  PC To support the Project on Predatory Student Lending in building infrastructure to harness student borrower clients' voices. 200,000

Propel Education Forum of Mississippi Inc

PO Box 23276
Jackson,MS392253276 		  PC To support Mississippi's state policy retreat. 10,000

Public Radio Exchange

15 South 5th St Suite 1020 PRX
Minneapolis,MN55402 		  PC To support coverage of immigrants seeking education and training after high school. 400,000

QA Commons Inc

702 McCorkle Avenue
St Helena,CA94574 		  PC To help history faculty and their students better understand workplace opportunities and expectations and better articulate the value that history graduates bring to the rapidly evolving world of work 24,000

Regents of the University of California - Davis

Office of Research Sponsored Progra
1850 Research Park Drive Suite 300
Davis,CA95618 		  PC To map community college enrollment patterns and course offerings in California. 130,000

Regents of the University of California - Merced

5200 North Lake Road
Merced,CA95343 		  PC To conduct an analysis of student family wealth and existing Pell awards towards the development of the framework of a supplemental, wealth-based Pell Grant 300,000

Regents of the University of California The

Office of the PresidentResearch Pol
Oakland,CA946075200 		  PC To support four research and leadership convenings in 2024 for UC-Davis. 40,000

Research for Action

100 South Broad Street Suite 700
Philadelphia,PA19110 		  PC To conduct research and evaluation on Lumina's Great Admissions Redesign Challenge grantees. 550,000

Research Foundation of CUNY

230 West 41st Street 7th Floor
New York,NY10036 		  PC To support professional development of CUNY four-year and two-year college faculty on the ethical use of AI and the development of open educational resources for using AI in the classroom. 200,000

Rutgers The State University of New Jersey

Office of Research and Sponsored Pr
57 US Highway 1
New Brunswick,NJ089018554 		  PC To support sustainability efforts of the Non-degree Credentials Research Network (NCRN) 350,000

Rutgers The State University of New Jersey

Office of Research and Sponsored Pr
57 US Highway 1
New Brunswick,NJ089018554 		  PC To support a series of blogs on the value and quality of short-term credentials. 50,000

Sagamore Institute Inc

1630 North Meridian StreetSuite 450
Indianapolis,IN46202 		  PC To support Purposeful Design's 10 Year Anniversary Celebration. 20,000

School on Wheels (SOW)

2955 N Meridian Street Suite 250
Indianapolis,IN46208 		  PC To support the Inspire Brighter fundraiser. 10,000

Schott Foundation for Public Education The

One Mifflin Place Suite 400
Cambridge,MA02138 		  PC To provide operating support for the next iteration of the Executives' Alliance for Boys and Men of Color. 250,000

Second Helpings Inc

1121 Southeastern Avenue
Indianapolis,IN46202 		  PC To provide general operating support for Hunger Relief program. 10,000

Shared Ascent Fund

400 Capitol Mall Suite 2150
Sacramento,CA95814 		  PC To support Student Borrower Protection Center's (a fiscal project of Shared Ascent Fund) in convening an inaugural cohort of 14 cities across the country working to strengthen knowledge and capacity for tackling the student debt crisis at the local level. 10,000

Shaw University

118 East South Street
Raleigh,NC27601 		  PC To build the capacity to serve adult learners at HBCUs. 125,000

Shepherd Community Inc

4107 East Washington Street
Indianapolis,IN46201 		  PC To provide support for 2025 programming. 10,000

Six Sigma Racial Equity Institute Inc

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

Sketchy Mutts and Underdogs Inc

773 Ketcham Street
Indianapolis,IN46222 		  PC To support the Community Outreach Programs (Haughville Neighborhood) 5,000

Society for College and University Planning

1330 Eisenhower Place
Ann Arbor,MI48108 		  PC To support the 2024 Society for College and University Planning annual conference 5,000

SOME Inc

71 O Street NW
Washington,DC20001 		  PC To provide general operating support. 10,000

Southeastern University Inc

1000 Longfellow Blvd
Lakeland,FL33801 		  PC To support the Third Way Civics (3WC)/American Center for Public Leadership (ACPL) workshop in Lakeland, FL. 8,000

Southern Association for Institutional Research

7345 Ox Bow Circle
Tallahassee,FL32312 		  PC To support the 2024 Southern Association for Institutional Research annual conference 1,250

St Vincent Hospital Foundation Inc

8402 Harcourt Road Suite 210
Indianapolis,IN46260 		  PC To support the 2024 Peyton Manning Children's Hospital Celebration of Caring Gala 6,500

STAR Scholars Network

PO Box 374
Perry Hall,MD21128 		  PC Support the launch of the The First in the Family (Transformative Journeys): Voices of Racial Justice and Equity from MSIs and HBCUs 70,000

State Higher Education Executive Officers

3035 Center Green Drive Suite 100
Boulder,CO80301 		  PC To support a meeting for principals in the CLDE Multistate Collaborative 40,000

State Higher Education Executive Officers

3035 Center Green Drive Suite 100
Boulder,CO80301 		  PC SHEEO's July 15-17, 2024 Annual Meeting and for SHEEO's Aug 5-8, 2024 Policy Conference, sponsored at $15,000 each. 30,000

State Higher Education Executive Officers

3035 Center Green Drive Suite 100
Boulder,CO80301 		  PC To build capacity among SHEEOs to advance equitable policy agendas. 250,000

Stetson University Inc

1401 61st Street South
Gulfport,FL33707 		  PC To support the 46th Annual National Conference on Law and Higher Education. 2,500

Steve Fund The

PO Box 9070
Providence,RI02940 		  PC To poll students about their perceptions of campus climate and the impact on their mental health. 156,800

Steward Speakers Inc

PO Box 88104
Indianapolis,IN46208 		  PC To support the 2024 Steward Speakers Annual Gala 3,500

Student Borrower Protection Center

1025 Connecticut Ave NW Ste 717
Washington,DC200365439 		  PC To conduct an analysis of companies that facilitate low-quality, high-cost education and training and a study exploring the implication of student loan debt on perceptions of the value of higher education. 200,000

SUNY Impact Foundation Inc

116 East 55th Street
New York,NY10022 		  PC To support the SUNY system in implementing the ASAP | ACE model with 10 institutions. 425,000

Survivors and Advocates for Empowerment Inc

PO Box 7412
Washington,DC20044 		  PC To support the Domestic Violence Crisis Intervention Services. 5,000

Sustainable Pittsburgh

307 Fourth Avenue Suite 700
Pittsburgh,PA15222 		  PC To support convenings of a multi-sector working group on clean energy training programs in southwest Pennsylvania 20,000

Swipe Out Hunger

440 North Barranca Ave 6117
Covina,CA91723 		  PC To support a Swipe Out Hunger convening announcing the launch of their new organizational theory of change and advocacy strategy. 7,500

TCC Gives Inc

10300 Kincaid Drive Suite 203
Fishers,IN46037 		  PC To support the 7th Annual More Than a Tailgate event. 2,500

Teachers College of Columbia University

Box 174525 West 120th Street439 Tho
New York,NY100276696 		  PC To support an internship fund in the name of a Hechinger Report journalist who died in a fire. 10,000

Teachers Treasures Inc

1800 East 10th Street
Indianapolis,IN46201 		  PC To support the 2024 Circle City Donut Dash. 5,000

TeenWorks Inc

2820 North Meridian St Suite 1250
Indianapolis,IN46208 		  PC To support the TeenWorks Alumni Services Program 5,000

Televerde Foundation Inc

4636 E University Drive
Phoenix,AZ85034 		  PC To provide general support for the Indiana Women's Prison Project. 5,000

Temple University - of The Commonwealth System of Higher Education

1805 N Broad Street
Philadephia,PA191226104 		  PC To publish and disseminate a "first look" brief and a "Today's Students" newsletter. 40,000

Tennessee Board of Regents

1 Bridgestone Park 3rd Floor
Nashville,TN37214 		  PC to build capacity to digitally engage adult learners in support of participation. 100,000

Texas Higher Education Foundation

1801 Congress Ave
Austin,TX78701 		  PC To develop direct admissions pathways for Texas students using the state's official college & career readiness platform 250,000

Texas Higher Education Foundation

1801 Congress Ave
Austin,TX78701 		  PC To support the The Texas Higher Education Coordinating Board in hosting their annual The CB Higher Edge convening. 20,000

Texas Higher Education Foundation

1801 Congress Ave
Austin,TX78701 		  PC To support the PSEO Coalition Summit 15,000

The Community Foundation for Greater Atlanta Inc

3247 Blackstone Run
Lawrenceville,GA30043 		  PC To support The Pivot Fund's effort to invest in BIPOC-led community news through funding, capacity building, training, and collaboration. 100,000

The Indianapolis Foundation Inc

615 North Alabama Street Suite 300
Indianapolis,IN46204 		  PC To support The Indianapolis Foundation's Center for Racial Equity and Economic Opportunity initiative. 100,000

The RP Group

369-B Third Street 397
San Rafael,CA94901 		  PC To further disseminate the research coming out from the African American Tipping Point Research 20,000

The RP Group

369-B Third Street 397
San Rafael,CA94901 		  PC To support the RPGroup's implementation of an equity-centered strategic plan. 80,000

The Third Way Foundation Inc

1919 M ST NW Suite 300
Washington,DC20036 		  PC To assess the true costs of developing and offering short-term workforce development programs at community colleges and evaluate the implications of these costs for school administrators. 745,000

Third Way Institute

1025 Connecticut Avenue NorthwestSu
Washington,DC20036 		  PC To support the Higher Ed Alliance's planning meetings 7,500

Trellis Strategies

PO Box 83100
Round Rock,TX78683 		  PC To develop solutions for improving college participation and student success among transportation-challenged students at community colleges. 174,800

Trustees of Indiana University The

P O Box 1847
Bloomington,IN474021847 		  PC To support the NSSE reception at the ACPA Annual Conference in Chicago. 4,000

Trustees of Indiana University The

P O Box 1847
Bloomington,IN474021847 		  PC To support the Preparing Future Faculty Pathways Conference at IU-Indy. 2,500

Trustees of the California State University

401 Golden Shore Fifth Floor
Long Beach,CA908024210 		  PC To automate admissions to the CSU system through California's official K-12 college & career readiness platform 750,000

UnidosUS

1126 16th St NW Suite 600
Washington,DC20036 		  PC To support research, policy analysis, and non-partisan advocacy in support of efforts to increase postsecondary attainment and quality for Latino students in postsecondary education. 300,000

United Nations Educational Scientific and Cultural Organization

7 Place de Fontenoy
PARIS    
FR 		  GOV Produce a series of case studies from across the globe of innovative approaches to promote employability and lifelong learning from HEIs, governments, employers or a combination of them 90,000

United Negro College Fund

3737 North Meridian Street Suite 5
Indianapolis,IN46208 		  PC To support the 2024 UNCF Masked Ball. 7,500

United Negro College Fund

8260 Willow Oaks Corporate DrivePO
Fairfax,VA220318044 		  PC To support the UNCF UNITE Conference 15,000

University of Maryland

4300 Terrapin Trail Room 4101 Chesa
peake Building
College Park,MD20742 		  PC A two-day convening to support advancing educational equity and the future of higher education. 20,000

University of Notre Dame

Finance Office1100 Grace Hall
Notre Dame,IN465565612 		  PC In honor of the retirement of John Strauss. 1,000

University of South Florida Foundation Inc

Sam Martha Gibbons Alumni Center4
Tampa,FL336208000 		  PC To support the Florida College Access Network's 2024 Talent Strong Florida Summit in Orlando, FL 3,500

University of Southern California

Department of Contracts and Grants8
Los Angeles,CA900891147 		  PC To support a site visit identifying how collaboration between higher ed institutions, cities, and regions can support sustainable development goals. 24,000

University of Vermont and State Agricultural College Foundation Inc

411 Main Street
Burlington,VT05401 		  PC To support the expansion of SUNY's student reporting programs that bolster local news coverage. 150,000

Upwardly Global

505 8th Avenue Suite 1100
New York,NY10018 		  PC This event is to convene community college and community partner stakeholders to address the needs and opportunities for immigrant and refuge students. 10,000

Urban Institute The

500 LEnfant Plaza SW
Washington,DC20024 		  PC To support the development of a set of community impact measures that demonstrate community colleges' social value 150,000

USNA Parents Club of Indiana

1306 East 82nd Street
Indianapolis,IN46240 		  PC To support the 2024 Indiana All Academy Ball 2,500

UVA School of Education and Human Development Foundation Inc The

417 Emmet Street South PO Box 40027
6
Charlottesville,VA229044076 		  PC To support a speaker series at the University of Virginia 25,000

Vassar College

124 Raymond Avenue Box 12
Poughkeepsie,NY12604 		  PC To support The Educational Summit, Lessons from Positive Outliers: Uncovering Practices in College Completion 4,500

Veterans Education Success

1501 K Street NW Suite 200
Washington,DC20005 		  PC To support the fly-in with student veterans hosted by Veterans Education Success 10,000

VIP Consortium Inc

1075 Peachtree St NE Suite 6 57
Atlanta,GA303094883 		  PC To further the efforts of the Vertically Integrated Projects (VIP) Consortium of postsecondary institutions seeking to enhance student employability. 330,000

Volare

6955 Willow St NW 501
Washington DC,DC20012 		  PC To support the Network for Victim Recovery of DC's 13th Annual Benefit 2,500

WASC Senior College and University Commission

985 Atlantic Avenue Suite 100
Alameda,CA94501 		  PC To convene regional accreditation agencies and policy experts to discuss issues and considerations related to the accreditation system 9,000

Washington Monthly Institute Inc

1200 18th Street NW Suite 330
Washington,DC20036 		  PC To support independent, policy-oriented journalism about issues vital to creating a better-educated country. 650,000

Washington Monthly Institute Inc

1200 18th Street NW Suite 330
Washington,DC20036 		  PC To support research on public policy solutions for local news sustainability. 150,000

Washington Student Achievement Council

917 Lakeridge Way SW PO Box 43430
Olympia,WA985043430 		  PC To plan for a proactive admissions process that ties in financial aid eligibility 150,000

Washington Student Achievement Council

917 Lakeridge Way SW PO Box 43430
Olympia,WA985043430 		  PC To conduct research around the narrative surrounding higher education and its benefits and deliver new messaging to target audiences 250,000

West Virginia Higher Education Policy Commission

1018 Kanawha Boulevard East Suite
Charleston,WV25301 		  GOV To provide technical assistance to West Virginia aligned to Lumina's state policy agenda. 25,000

Wheeler Mission Ministries

205 East New York Street
Indianapolis,IN46204 		  PC To provide general support towards ending Homelessness and Hunger 10,000

Winston-Salem State University

601 South Martin Luther King Jr Dr
WinstonSalem,NC27110 		  GOV To build the capacity to serve adult learners at HBCUs. 125,000

Young Invincibles

1025 Connecticut Avenue NW Suite
Washington,DC200365405 		  PC To support Young Invincibles' 15th Anniversary Celebration 15,000
Total .................................right arrow 3a 30,030,680
bApproved for future payment

Georgetown University
37th O Streets Northwest Box 571168
Washington,DC303012668 		  PC To strengthen the alignment of postsecondary education and workforce via research and technical assistance. 900,000
Total ................................. right arrow 3b 900,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		      250,827  
4 Dividends and interest from securities .... 901101 338,582 14 10,919,247  
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 4,765,063 18 68,469,206  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a   		      690,808  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 5,103,645 80,330,088 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,433,733
(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 (2024)
Form 990-PF (2024)
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) 1,658 AICPA organizational membership dues
1a(1) 580 American Payroll Institute Inc organizational membership dues
1a(1) 350 Chartered Alt Investment Analyst Association organizational membership dues
1a(1) 1,799 Indiana CPA Society (INCPAS) organizational membership dues
1a(1) 1,000 Mass Ave Business and Merchants Association 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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 231,164 28,886   330,318

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

TY 2024 DepreciationSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
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           684,161 61,369 0  
DEPLETION           0 47,277 0  

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

TY 2024 ExpenditureResponsibilityStmt
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
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
Brighthive
  		20 West Kinzie
Chicago,IL60654 		2019-12-23 500,000 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 500,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED NO INTERIM REPORTS DUE   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Brighthive
  		20 West Kinzie
Chicago,IL60654 		2018-11-19 999,995 Software product that enables multi-party data networks between education providers, employers, government agencies and learners. 999,995 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED NO INTERIM REPORTS DUE   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Care Academy
  		281 Summer Street
Boston,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 Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Care Academy
  		281 Summer Street
Boston,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 Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Cell-Ed
  		855 El Camino Real Suite 13A-212
Palo Alto,CA94301 		2018-06-01 1,000,000 Platform for employers and education providers to upskill and retain workers through delivery of micro-lessons. 1,000,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Cell-ed
  		855 El Camino Real Suite 13A-212
Palo Alto,CA94301 		2019-12-20 375,000 Platform for employers and education providers to up-skill and retain workers through delivery of micro-lessons. 375,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
College Consortium Inc
  		210 Barton Springs Rd Suite 100
Austin,TX78704 		2019-12-19 1,000,000 On-line course sharing among college networks. 1,000,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
College Consortium Inc
  		210 Barton Springs Rd Suite 100
Austin,TX78704 		2021-02-12 300,000 On-line course sharing among college networks. 300,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edquity
  		125 Court St Apt 3NH
Brooklyn,NY11201 		2019-04-25 200,000 Platform providing financial tools and resources to support post-secondary completion rates. 200,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edquity
  		125 Court St Apt 3NH
Brooklyn,NY11201 		2020-11-03 300,000 Platform providing financial tools and resources to support post-secondary completion rates. 300,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edquity
  		125 Court St Apt 3NH
Brooklyn,NY11201 		2021-10-30 500,000 Platform providing financial tools and resources to support postsecondary completion rates. 500,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Edquity
  		125 Court St Apt 3NH
Brooklyn,NY11201 		2024-01-02 1,000,000 Platform providing financial tools and resources to support postsecondary completion rates. 1,000,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
EduNav
  		11215 Mount Crest Place
Cupertino,CA95014 		2019-09-01 1,500,000 Interim reports received and/or attended meetings: 2/26/2024; 3/4/2024 1,500,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EduNav was purchased in March 2024 and the Program Related Investment was exited.
EduNav
  		11215 Mount Crest Place
Cupertino,CA95014 		2020-12-22 100,000 Interim reports received and/or attended meetings: 2/26/2024; 3/4/2024 100,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. EduNav was purchased in March 2024 and the Program Related Investment was exited.
Edvisorly
  		5630 Venice Blvd Suite 1020
Los Angeles,CA90019 		2022-12-16 500,000 Software platform connects students with 2YR and 4YR partners for degree completion. 500,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED 2/26/2024; 3/4/2024. EduNav was purchased in March 2024 and the PRI was exited.   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Mentor Collective
  		294 Washington St Suite 607
Boston,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 2/26/2024; 3/4/2024. EduNav was purchased in March 2024 and the PRI was exited.   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Mentor Collective
  		294 Washington St Suite 607
Boston,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 Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Savi Solutions
  		1015 15th St NW Suite 600
Washington,DC20005 		2023-06-28 500,000 Technology that makes it easier to navigate the complex landscape of student loan forgiveness and repayment. 500,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Upswing
  		44 East Avenue Suite 200
Austin,TX78701 		2017-07-06 750,000 Technology focused on improving student success through mentoring, advising and tutoring 750,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Upswing
  		44 East Avenue Suite 200
Austin,TX78701 		2018-11-19 500,000 Technology focused on improving student success through mentoring, advising and tutoring 500,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings:4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Upswing
  		44 East Avenue Suite 200
Austin,TX78701 		2020-12-29 340,000 Technology focused on improving student success through mentoring, advising and tutoring 340,000 TO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED Interim reports received and/or attended meetings: 4/24/2024; 6/21/2024; 9/30/2024   TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE GRANTEE'S REPORTS, NO PORTION OF THE FUNDS HAVE BEEN DIVERTED FROM THE PURPOSES OF THE GRANT AND NO FURTHER VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.

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TY 2024 GainLossSaleOtherAssetsSch
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
VARIOUS ASSETS   P     632,611,000 559,376,731 FMV   73,234,269  

TY 2024 InvestmentsCorpBondsSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate bonds 43,280,520 43,280,520

TY 2024 InvestmentsCorpStockSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate stock 355,320,885 355,320,885

TY 2024 InvestmentsGovtObligationsSch
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

18,996,200
US Government Securities - End of Year Fair Market Value:

18,996,200
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Other FMV 1,049,157,377 1,049,157,377

TY 2024 LandEtcSchedule2
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND EQUIPMENT 1,355,813 289,733 1,066,080 1,066,080
LEASEHOLD IMPROVEMENTS 3,726,003 328,508 3,397,495 3,397,495
OTHER ASSETS 980,055 413,448 566,607 566,607


TY 2024 LegalFeesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 319,881     416,121


TY 2024 OtherAssetsSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 22,746,639 19,474,878 19,474,878
CHARITABLE REMAINDER TRUST 730,011 676,438 676,438
OTHER ASSETS 1,809,456 863,537 863,537
OPERATING LEASE RIGHT-OF-USE ASSET 2,264,964 6,687,691 6,687,691
INVESTMENT PROCEEDS RECEIVABLE 39,446,354 14,539,569 14,539,569
CIP/WIP 1,452,165 0 0
ACCRUED PENSION 460,386 2,307,654 2,307,654


TY 2024 OtherDecreasesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
UNREALIZED INVESTMENT LOSS 231,866,834
CHANGE IN VALUE - CHARITABLE REMAINDER TRUST 53,573


TY 2024 OtherExpensesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM DEVELOPMENT 12,666,589     12,925,751
RECRUTING/STAFF DEVELOPMENT 477,051     477,051
COMMUNICATIONS/TECHNOLOGY 805,603     805,603
DUES 453,495 37,605   411,572
OTHER MISCELLANEOUS EXPENSE 286,683     286,683
INSURANCE EXPENSE 145,996     145,996
OFFICE EXPENSE 230,978     230,978
SPONSORSHIPS 25,000     25,000
OTHER EXPENSES FROM K-1'S   10,780,035    


TY 2024 OtherIncomeSchedule2
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME/LOSS 5,749 5,749  
TOTAL OF OTHER INCOME LISTED ON K-1'S   11,757,603  
GRANT REFUNDS 685,059    


TY 2024 OtherIncreasesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
UNREALIZED INVESTMENT GAIN 306,932,554


TY 2024 OtherLiabilitiesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 2,496,821 8,931,668


TY 2024 OtherProfessionalFeesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 2,966,480 2,692,705    
VARIOUS OTHER PROFESSIONAL/CONSULTING FEES 1,593,870     1,760,854


TY 2024 TaxesSchedule
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON K-1'S   293,929    
TAX EXPENSE 2,318,588      


TY 2024 TransfersFrmControlledEntities
Name:
Lumina Foundation for Education Inc
EIN:
35-1813228
Software ID:
24020961
Software Version:
2024v5.1
Name US /
Foreign Address		 EIN Description Amount
VIA Alpha LP 88 Main St
Peapack,NJ079770131 		26-0648552 99% ownership interest in partnership 0
Total