EIN 35-1813228

Lumina Foundation

IRS 501(c) type
Num. employees
Year formed
Most recent tax filings
NTEE code, primary
Lumina Foundation is an independent, private foundation in Indianapolis, committed to making opportunities for learning beyond high school available to all. Their goal is to prepare people for informed citizenship and for success in a global economy.
Also known as...
Lumina Foundation for Education
Total revenues
Total expenses
Total assets
Num. employees

Program areas at Lumina Foundation

Philanthropy: 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, the arnolt center for investigative journalism at Indiana university, and the firefly children and family alliance Foundation.
Research 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.
Conferences 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.

Grants made by Lumina Foundation

GranteeGrant descriptionAmount
The Blackbaud Giving FundPublic Charity Conduit for Lumina Staff, Board and Retiree Gifts To Public Charities.$2,440,323
American Council on Education (ACE)To Develop A New Classification Scheme for Higher Education and Related Efforts$900,000
American Journalism ProjectTo Support the Indiana Journalism Project.$750,000
...and 236 more grants made totalling $23,310,822

Who funds Lumina Foundation

Grants from foundations and other nonprofits
New Venture FundCapacity Building$108,159

Personnel at Lumina Foundation

Jamie MerisotisChief Executive Officer$977,040
Danette HowardSenior Vice President and Chief Strategy Officer$400,465
Brad KelsheimerVice President for Finance and Invest.; Cfo; Treasurer / Vice President for Finance and Investments; Cfo; Treasurer / Vice President Finance and Investments and Chief Financial Officer and Treasurer / Vice President and Chief Financial Officer$437,737
Julie ShewmakerAssistant Vice President for Finance and Acct / Assistant Vice President Finance and Acct / Director of Accounting and Controller$208,224
Timothy RobinsonVice President of Administration and Partnerships / Assistant Vice President Operations / Assistant Vice President Op and Grants / Director of Grants Management$231,602
...and 10 more key personnel

Financials for Lumina Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$30,000
Investment income and dividends$9,289,518
Net rental income$0
Net gain from sale of non-inventory assets$92,087,620
Gross sales of inventory$0
Miscellaneous revenues$1,683,333
Total revenues$103,090,471

Form 990s for Lumina Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-14990PFView PDF
2018-122020-02-04990PFView PDF
...and 7 more Form 990s

Organizations like Lumina Foundation

Jack Kent Cooke Foundation (JKCF)Lansdowne, VA$110,148,703
HN and Frances C Berger FoundationPalm Desert, CA$63,534,141
The Skillman FoundationDetroit, MI$34,435,700
Alfred P Sloan FoundationNew York, NY$118,541,925
Johnson Scholarship FoundationWest Palm Beach, FL$28,679,012
Ewing Marion Kauffman FoundationKansas City, MO$112,688,316
Bainum Family FoundationBethesda, MD$74,291,632
Colcom FoundationPittsburgh, PA$64,855,992
Geraldine R Dodge FoundationMorristown, NJ$35,786,409
Democracy FundWashington, DC$68,592,390
Data update history
January 8, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 7, 2024
Updated personnel
Identified 4 new personnel
December 28, 2023
Received grants
Identified 1 new grant, including a grant for $108,159 from New Venture Fund
August 6, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Provides grantsPartially liquidatedNational levelTax deductible donations
General information
30 S Meridian St Suite 700
Indianapolis, IN 46204
Metro area
Indianapolis-Carmel-Anderson, IN
Marion County, IN
Website URL
(800) 834-5756
Facebook page
Twitter profile
IRS details
Fiscal year end
Taxreturn type
Form 990-PF
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
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