Lumos Charitable Foundation

EIN 463927235 Private Foundation

Santa Clara, CA 95054 |(408) 368-6261

Total Given 2016–2024
$223K
102 grants · $25K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$600
typical micro grants · $500–$2K
grant size
76%
deep partner · 25/33 multi-year
repeat
$743K
Assets (2024)
33
Distinct Recipients

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person SHERRY MO
Phone (408) 368-6261
Deadlines NONE
How to Apply A FUND REQUESTING LETTER SHOULD BE SUBMITTED, WHICH INCLUDES A DESCRIPTION OF THE ORGANIZATION AND THE INTENDED PURPOSES OF THE FUND.
Restrictions NONE

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $15K $562K $205K 9
2017 $35K $537K $63K 14
2018 $26K $588K $96K 12
2020 $17K $585K $60K 11
2021 $36K $733K $92K 14
2022 $32K $669K $75K 17
2023 $28K $671K $13K 15
2024 $33K $743K $82K 10

Grant Size Distribution

Based on 102 grants on record

Minimum
$104
25th Pctl
$500
Median
$600
Average
$2K
75th Pctl
$2K
Maximum
$15K

Geographic Distribution


Texas Counties Served

7.8% of US grants · Rank #2 of 6 states $37K across 8 grants 1 of 254 counties

Top 1 counties

  1. 1 Harris 8 grants · $37K

Officers & Directors

Grants Awarded (102 total)

Purpose
The Harker School San Jose, CA $15,000 CHARITABLE PURPOSE 2017
The Harker School San Jose, CA $10,000 CHARITY PURPOSE 2018
Harvard College Fund Cambridge, MA $10,000 CHARITABLE CONTRIBUTION 2021
Harvard College Fund Cambridge, MA $10,000 CHARITABLE CONTRIBUTION 2022
Harvard College Fund Cambridge, MA $10,000 CHARITABLE CONTRIBUTION 2023
University of Houston Houston, TX $10,000 CHARITY PURPOSE 2024
Harvard College Fund Cambridge, MA $10,000 CHARITABLE CONTRIBUTION 2024
Fidelity Charitable Cincinnati, OH $8,000 CHARITY PURPOSE 2021
UC Berkeley Berkeley, CA $8,000 CHARITABLE PURPOSE 2016
Fidelity Charitable Cincinnati, OH $5,000 CHARITY PURPOSE 2018
Uc Santa Cruz Foundation Santa Cruz, CA $5,000 CHARITY PURPOSE 2018
The Harker School San Jose, CA $5,000 CHARITY PURPOSE 2020
UC Berkeley Berkeley, CA $5,000 CHARITY PURPOSE 2021
University of Houston Houston, TX $5,000 CHARITY PURPOSE 2022
UC Berkeley Berkeley, CA $5,000 CHARITY PURPOSE 2022
University of Houston Houston, TX $5,000 CHARITY PURPOSE 2023
UC Berkeley Berkeley, CA $5,000 CHARITY PURPOSE 2023
UC Berkeley Berkeley, CA $5,000 CHARITY PURPOSE 2024
University of Houston Houston, TX $5,000 CHARITY PURPOSE 2017
UC Berkeley Berkeley, CA $5,000 CHARITABLE PURPOSE 2017
Fidelity Charitable Cincinnati, OH $5,000 CHARITABLE PURPOSE 2017
University of Houston Houston, TX $4,000 CHARITY PURPOSE 2016
University of Houston Houston, TX $3,000 CHARITY PURPOSE 2020
University of Houston Houston, TX $3,000 CHARITY PURPOSE 2021
UC Berkeley Berkeley, CA $2,500 CHARITY PURPOSE 2020

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