Private foundation (trust)EIN 351813228Est. 1991-09
Lumina Foundation for Education Inc
Indianapolis, IN 46204
Accepts unsolicited proposalsTotal Assets
$1.4B
FY 2023
Annual Giving
$55.2M
FY 2023
Grants Made
335
FY 2023
Avg Grant
$165K
FY 2023
Grant Range
$100–$2.3M
Typical
Deadlines
Unsolicited inquiries received by the …
Applications
Programs & Activities
Program 1
$11.0MTechnical assistance: the foundation provides technical assistance based on nonpartisan research and analyses to stakeholders in the field of post-secondary education, as well as to policymakers who are tasked with developing policy options related to increasing attainment. Foundation executives and staff regularly provide technical advice and assistance about critical issues such as the state of access to education beyond high school, the range of programs that have been initiated to increase such access, and efforts to enhance the likelihood of student success. This includes providing briefings and testimony at the request of policymakers on matters within the foundation's expertise. The foundation uses nonpartisan research and analyses to provide background and educational information on a wide array of issues affecting postsecondary education.
Program 2
$2.9MResearch and publications: the foundation conducts substantial nonpartisan research and analyses on issues affecting post-secondary education and makes this research widely available at no charge. The foundation released its benchmark report, "a stronger nation: learning beyond high school builds american talent," as an online data visualization tool. This report, based on federal data, offers a compelling case for the need to dramatically increase the share of americans with workforce certificates, college degrees, and other high-quality post-secondary credentials. The tool, which was widely shared through media pitching and social media outreach, offers state-by-state analyses of the education levels of each state's residents, highlighting the work that must be done to achieve educational attainment of 60 percent. The foundation released two issues of focus magazine, a publication which highlights significant issues facing post-secondary education.
Program 3
$1.2MConferences and convenings: the foundation convenes post-secondary education leaders, policymakers, researchers, and others who are influential and actively involved in efforts to expand access to and success in post-secondary education, particularly among difficult-to-reach populations such as students of color, adults who delay their pursuit of education beyond high school, first-generation students, and students from low-income families. These convenings are focused on bringing together stakeholders around a range of topics with the objectives of learning, building, sharing, and acting. Topics covered range from overcoming barriers to post-secondary education to increasing rates of persistence and completion among students who enroll in college or other post-secondary programs.
Program 4
$884KPhilanthropy: the foundation actively supports the philanthropic sector as well as organizations involved in the field of post-secondary education. Foundation executives and employees are active with philanthropic organizations in indianapolis, where the foundation is headquartered, and in the vicinity of the district of columbia, where it has a satellite office. Foundation executives and staff members also serve on the boards of local, national and international charitable organizations. For example, the foundation's president and ceo serves on the board of ditchley foundation in the united kingdom, as past chairman and trustee emeritus of the council on foundations, and on the boards of act and the central indiana corporate partnership. Other lumina staff serve on boards such as the nellie mae foundation, indy chamber, and the arnolt center for investigative journalism at indiana university.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$54.3M
Total Expenses
$90.3M
Qualifying Distributions
$89.9M
Distributable Amount
$69.4M
Min. Investment Return
$68.5M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
335 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
2 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
500 grants
Grant Size Distribution
500 grants
Geographic Focus
41 states
+31 more states
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