Lumina Foundation for Education Inc
EIN 351813228
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$261.9M
2,931 grants · $43.6M avg/year
based on 6 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$8K
typical small grants · $2K–$100K
grant size
30%
supporter · 434/1,437 multi-year
repeat
$1.4B
Assets (2023)
1,437
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Program Office New Inquiry
Phone
(317) 951-5300
Deadlines
UNSOLICITED INQUIRIES RECEIVED BY THE END OF SEPTEMBER FOR THE YEAR 2021
How to Apply
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.
Restrictions
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $69.6M | $1.2B | $66.5M | 953 |
| 2019 | N/A | $1.3B | $124.9M | N/A |
| 2020 | $40.3M | $1.4B | $124.7M | 853 |
| 2021 | $61.8M | $1.6B | $177.9M | 448 |
| 2022 | $34.3M | $1.4B | $103.1M | 339 |
| 2023 | $55.9M | $1.4B | $54.3M | 338 |
Grant Size Distribution
Based on 2931 grants on record
Minimum
$15
25th Pctl
$2K
Median
$8K
Average
$89K
75th Pctl
$100K
Maximum
$2.4M
Geographic Distribution
Texas Counties Served
1.5% of US grants
· Rank #9 of 50 states
$5.2M across
44 grants
10 of 254 counties
Top 10 counties
- 1 Travis
- 2 Dallas
- 3 Waller
- 4 Harris
- 5 El Paso
- 6 Nueces
- 7 Denton
- 8 Harrison
- 9 Bexar
- 10 Brazos
Officers & Directors
TR
Timothy Robinson
4 yrs
Vice President General Counsel & Chief of Staff
Leadership
MC
Michelle Cooper
2 yrs
Vice President, Public Policy & Executive Director
Leadership
JM
Jamie Merisotis
6+ yrs
President/CEO
Leadership
HN
Hong Linh Nguyen
2 yrs
Vice President, Equity Culture, & Talent
Leadership
HM
Holiday McKiernan
6+ yrs
Exec Vice President/Coo/ General Counsel/Secretary
Leadership
EA
Erin Archer
Vice President for Fin and Invest/Cfo
Leadership
DH
Debra Humphreys
6+ yrs
Vice President of Strategic Engagement
Leadership
CB
Courtney Brown
6+ yrs
Vice President of Impact & Planning
Leadership
CL
Chauncy Lennon
6+ yrs
Vice President for the Future of Learning and Work & Sr. Stratgeic Advisor
Leadership
AM
Alisa Miller
6+ yrs
Director
WS
William Serrata
3 yrs
Director
MG
Matthew Goldberg
6+ yrs
Director
MB
Matt Breitfelder
6+ yrs
Director
KD
Kathy Davis
6+ yrs
Director
JC
Justin Christian
4 yrs
Director
JB
Joseph Boateng
6+ yrs
Director
DW
David Wilson
6+ yrs
Director
CP
Christine Pambianchi
3 yrs
Director
CT
Carmen Ambar Twillie
2 yrs
Director
AG
Austan Goolsbee
6+ yrs
Director
AH
Allan Hubbard
6+ yrs
Director
CL
Chauncy Lennon
6+ yrs
Vice President for the Future of Learning and Work
Leadership
JM
Jamie Merisotis
6+ yrs
President/CEO
Leadership
HM
Holiday McKiernan
6+ yrs
Exec Vice President; Coo; General Counsel; Secretary
Leadership
BK
Brad Kelsheimer
5 yrs
Vice President for Fin and Invest.; Cfo; Treasurer
Leadership
CB
Courtney Brown
6+ yrs
Vice President of Strategic Impact
Leadership
DH
Debra Humphreys
6+ yrs
Vice President of Strategic Engagement
Leadership
TR
Timothy Robinson
4 yrs
Vice President of Administration and Partnerships
Leadership
MC
Michelle Cooper
2 yrs
Vice President, Public Policy
Leadership
HN
Hong Linh Nguyen
2 yrs
Vice President, Equity Culture, & Talent
Leadership
JB
Joseph Boateng
6+ yrs
Director
MB
Matt Breitfelder
6+ yrs
Director
JC
Justin Christian
4 yrs
Director
KD
Kathy Davis
6+ yrs
Director
MG
Matthew Goldberg
6+ yrs
Director
AG
Austan Goolsbee
6+ yrs
Director
AH
Allan Hubbard
6+ yrs
Director
AM
Alisa Miller
6+ yrs
Director
CP
Christine Pambianchi
3 yrs
Director
WS
William Serrata
3 yrs
Director
DW
David Wilson
6+ yrs
Director
CT
Carmen Ambar Twillie
2 yrs
Director
TR
Timothy Robinson
4 yrs
Vice President of Administration and Partnerships
Leadership
CL
Chauncy Lennon
6+ yrs
Vice President for the Future of Learning and Work
Leadership
DH
Debra Humphreys
6+ yrs
Vice President of Strategic Engagement
Leadership
CB
Courtney Brown
6+ yrs
Vice President of Strategic Impact
Leadership
BK
Brad Kelsheimer
5 yrs
Vice President for Fin and Invest.; Cfo; Treasurer
Leadership
DH
Danette Howard
4 yrs
Sr Vice President and Chief Strategy Officer
Leadership
HM
Holiday McKiernan
6+ yrs
Exec Vice President; Coo; General Counsel; Secretary
Leadership
JM
Jamie Merisotis
6+ yrs
President;CEO
Leadership
JB
Joseph Boateng
6+ yrs
Director
MY
Mark Yudof
4 yrs
Director
DW
David Wilson
6+ yrs
Director
BW
Belle Wheelan
4 yrs
Director
WS
William Serrata
3 yrs
Director
CP
Christine Pambianchi
3 yrs
Director
AM
Alisa Miller
6+ yrs
Director
FL
F Joseph Loughrey
4 yrs
Director
AH
Allan Hubbard
6+ yrs
Director
AG
Austan Goolsbee
6+ yrs
Director
MG
Matthew Goldberg
6+ yrs
Director
KD
Kathy Davis
6+ yrs
Director
JC
Justin Christian
4 yrs
Director
JC
Joe Castro
2 yrs
Director
MB
Matt Breitfelder
6+ yrs
Director
CL
Chauncy Lennon
6+ yrs
Vice President for the Future of Learning and Work
Leadership
JM
Jamie Merisotis
6+ yrs
President;CEO
Leadership
HM
Holiday McKiernan
6+ yrs
Executive Vice President;Chief Operating Officer; General Counsel; Secretary
Leadership
DH
Danette Howard
4 yrs
Sr Vice President and Chief Strategy Officer
Leadership
BK
Brad Kelsheimer
5 yrs
Vice President for Finance and Investments; Cfo; Treasurer
Leadership
CB
Courtney Brown
6+ yrs
Vice President of Strategic Impact
Leadership
DH
Debra Humphreys
6+ yrs
Vice President of Strategic Engagement
Leadership
TR
Timothy Robinson
4 yrs
Vice President of Admin and Partnerships
Leadership
JC
Justin Christian
4 yrs
Director
JB
Joseph Boateng
6+ yrs
Director
MB
Matt Breitfelder
6+ yrs
Director
JC
Joe Castro
2 yrs
Director
KD
Kathy Davis
6+ yrs
Director
MG
Matthew Goldberg
6+ yrs
Director
AG
Austan Goolsbee
6+ yrs
Director
AH
Allan Hubbard
6+ yrs
Director
FL
F Joseph Loughrey
4 yrs
Director
AM
Alisa Miller
6+ yrs
Director
CP
Christy Pambianch
2 yrs
Director
BW
Belle Wheelan
4 yrs
Director
DW
David Wilson
6+ yrs
Director
MY
Mark Yudof
4 yrs
Director
CL
Chauncy Lennon
6+ yrs
Vice President for the Future of Learning and Work
Leadership
DH
Debra Humphreys
6+ yrs
Vice President of Strategic Engagement
Leadership
CB
Courtney Brown
6+ yrs
Vice President of Strategic Impact
Leadership
BK
Brad Kelsheimer
5 yrs
Vice President for Finance and Investments; Cfo; Treasurer
Leadership
DH
Danette Howard
4 yrs
Sr Vice President and Chief Strategy Officer
Leadership
HM
Holiday McKiernan
6+ yrs
Executive Vice President;Chief Operating Officer; General Counsel; Secretary
Leadership
JM
Jamie Merisotis
6+ yrs
President;CEO
Leadership
MY
Mark Yudof
4 yrs
Director
DW
David Wilson
6+ yrs
Director
BW
Belle Wheelan
4 yrs
Director
CP
Christy Pambianch
2 yrs
Director
LN
Laura Palmer Noone
2 yrs
Director
AM
Alisa Miller
6+ yrs
Director
FL
F Joseph Loughrey
4 yrs
Director
AH
Allan Hubbard
6+ yrs
Director
AG
Austan Goolsbee
6+ yrs
Director
MG
Matthew Goldberg
6+ yrs
Director
KD
Kathy Davis
6+ yrs
Director
MB
Matt Breitfelder
6+ yrs
Director
JB
Joseph Boateng
6+ yrs
Director
FA
Frank Alvarez
2 yrs
Director
CB
Courtney Brown
6+ yrs
Vice President of Strategic Impact
Leadership
BK
Brad Kelsheimer
5 yrs
Vice President Finance & Investments/Cfo/Treasurer
Leadership
DH
Danette Howard
4 yrs
Sr Vice President/Chief Strategy Officer
Leadership
HM
Holiday McKiernan
6+ yrs
Executive Vice President/ Chiefoperating Officer/General Counsel/Secretary
Leadership
JM
Jamie Merisotis
6+ yrs
President/Ceo
Leadership
DH
Debra Humphreys
6+ yrs
Vice President of Strategic Engagement
Leadership
CL
Chauncy Lennon
6+ yrs
Vice President for the Future of Learning and Work
Leadership
MB
Matt Breitfelder
6+ yrs
Director
MS
Michael Smith
Director
JB
Joseph Boateng
6+ yrs
Director
DW
David Wilson
6+ yrs
Director
AG
Austan Goolsbee
6+ yrs
Director
LN
Laura Palmer Noone
2 yrs
Director
FA
Frank Alvarez
2 yrs
Director
AH
Allan Hubbard
6+ yrs
Director
MY
Mark Yudof
4 yrs
Director
FL
F Joseph Loughrey
4 yrs
Director
MG
Matthew Goldberg
6+ yrs
Director
AM
Alisa Miller
6+ yrs
Director
BW
Belle Wheelan
4 yrs
Director
KD
Kathy Davis
6+ yrs
Director
Grants Awarded (2,931 total)
| Purpose | ||||
|---|---|---|---|---|
| Blackbaud Giving Fund | Charleston, SC | $2,440,323 | Public charity conduit for Lumina staff, Board and retiree gifts to public charities. | 2022 |
| Credential Engine | Washington, DC | $2,400,000 | To support the further development and expansion of the nonprofit Credential Engine. | 2018 |
| Blackbaud Giving Fund | Charleston, SC | $2,300,133 | Public charity conduit for lumina staff, board and retiree gifts to public charities. | 2023 |
| Columbus Learning Center Management Corporation | Columbus, IN | $2,000,000 | To support the transition of Talent Hubs to CivicLab. | 2020 |
| Georgetown University | Washington, DC | $2,000,000 | Add valuable empirical context around equity in postsecondary education and the economic value of degrees and credentials. | 2021 |
| Georgetown University | Washington, DC | $2,000,000 | To examine attainment challenges to meet the needs of the modern workforce. | 2023 |
| New America Foundation | Washington, DC | $1,850,000 | To disseminate information about high quality career preparation models at community colleges | 2020 |
| Rockefeller Philanthropy Advisors Inc | New York, NY | $1,700,000 | To support planning and implementation grants to postsecondary providers to expand recognition of non-institutional... | 2018 |
| Rockefeller Philanthropy Advisors Inc | New York, NY | $1,562,500 | To support the Prioritizing Adult Community College Enrollment initiative for community college participation. | 2021 |
| US Chamber of Commerce Foundation | Washington, DC | $1,500,000 | To support two statewide Talent Pipeline Management Academies with community college partners. | 2021 |
| American Association of Collegiate Registrars and Admissions Officers | Washington, DC | $1,450,000 | To assist state community college systems in developing strategic enrollment management plans. | 2021 |
| Education Strategy Group | Chevy Chase, MD | $1,300,000 | To lead the coordination and technical advisory capacity of the state Credential As You Go network | 2021 |
| National Skills Coalition | Washington, DC | $1,300,000 | To support state efforts to 1) expand financial assistance for adult learners participating in community college... | 2021 |
| Association of Chamber of Commerce Executives Foundation | Alexandria, VA | $1,297,826 | To support up to eight partnerships between local or regional chambers of commerce and community colleges to expand... | 2021 |
| Institute for Higher Education Policy | Washington, DC | $1,200,000 | To support the scale of degree completion for adults with some postsecondary experience across 27-30 states. | 2018 |
| Higher Learning Advocates | Washington, DC | $1,200,000 | To support the general operations of Higher Learning Advocates | 2018 |
| Higher Learning Advocates | Washington, DC | $1,200,000 | To support the general operations of Higher Learning Advocates | 2020 |
| National Skills Coalition | Washington, DC | $1,200,000 | To mobilize a diverse set of cross-sector teams from 15-20 states committed to expanding equitable access to and... | 2023 |
| Blackbaud Giving Fund | Charleston, SC | $1,192,262 | Public charity conduit for Lumina staff, board and retiree gifts to public charities. | 2021 |
| National Student Clearinghouse Research Center | Herndon, DC | $1,007,500 | To produce 2024 & 2025 SCNC reports and add race/ethnicity to the 2024 & 2025 Undergraduate Degree Earners report. | 2023 |
| National Student Clearinghouse Research Center | Herndon, VA | $1,000,000 | To support second phase of the Postsecondary Data Partnership initiative | 2018 |
| Georgetown University | Washington, DC | $1,000,000 | To strengthen the alignment of postsecondary education and workforce through research and technical assistance. | 2018 |
| New Venture Fund | Washington, DC | $1,000,000 | Support state and regional census outreach efforts in regions with high proportions of historically hard-to-count... | 2018 |
| Georgetown University | Washington, DC | $1,000,000 | To strengthen the alignment of postsecondary education and workforce through research and technical assistance. | 2018 |
| National Student Clearinghouse Research Center | Herndon, VA | $1,000,000 | To better understand the re-enrollment, perseverance and credentials earned by students with some college, but no credential. | 2021 |