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Private foundation (trust)EIN 463927235Est. 2014-06

LUMOS CHARITABLE FOUNDATION

SAN JOSE, CA 95129

Accepts unsolicited proposals

Total Assets

$743K

FY 2023

Annual Giving

$33K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$300–$10K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$82K

Total Expenses

$39K

Qualifying Distributions

$38K

Distributable Amount

$35K

Min. Investment Return

$36K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $300 through median $2K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $36K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

79 grants

HARVARD COLLEGE FUND
$40K
4 grants
UNIVERSITY OF HOUSTON
$28K
6 grants
UC Berkeley
$24K
6 grants
THE HARKER SCHOOL
$15K
2 grants
FIDELITY CHARITABLE
$13K
2 grants
UC SANTA CRUZ FOUNDATION
$7K
2 grants
HARKER SCHOOL
$5K
2 grants
VALLEY MEDICAL CENTER FOUNDATION
$5K
3 grants

Grant Size Distribution

79 grants

<$10K
79
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

California
$87K
51% of total
Massachusetts
$43K
25% of total
Texas
$28K
16% of total
Ohio
$13K
8% of total
Maryland
$2K
1% of total

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LUMOS CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo