Lumi Foundation Inc

Private foundation · Grantmaker Atlanta, GA EIN: 82-4562506

Lumi Foundation Inc is a private foundation, based in Atlanta, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $269K in total assets. In 2024, it awarded 4 grants totaling $7K. Net investment income was $12K.

Lumi Foundation Inc at a glance

In short: Lumi Foundation Inc gave $7K across 4 grants in 2024 (avg $2K), mostly in Georgia. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$6,506
+30.1% vs 2023
Grants made (2024)
4
+33.3% vs 2023
Average grant
$1,627
-2.4% vs 2023
Median grant
$1,453
Total assets
$268,891
+8.0% vs 2023
Primary geography
Georgia (55% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Lumi Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Trinity Presbyterian Church: $3KTrinity Presbyterian Church$3KMount Holyoke College: $2KMount Holyoke College$2KCampbell University: $1KCampbell University$1KWellstar Foundation: $1KWellstar Foundation$1K

The largest 2024 recipient was Trinity Presbyterian Church ($3K). Together the top 4 received $7K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

AtlantaMariettaSouth HadleyBuies CreekPowder SpringsAcworth

How Lumi Foundation Inc gives

  • Giving grew 63% from 2021 to 2024. Method
  • In 2024 it paid out 60% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K3 grants2020 4 grants2021 4 grants2022 3 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $4K (2021) to $11K (2020). In 2024 it made 4 grants totaling $7K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Trinity Presbyterian Church Atlanta, GAGeneral Operating$2,600
Mount Holyoke College South Hadley, MAGeneral Operating$1,906
Campbell University Buies Creek, NCGeneral Operating$1,000
Wellstar Foundation Marietta, GAGeneral Operating$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$268,891$6,579$9,472$6,5064$7,706$11,745$12,928
2023$248,917$5,127$7,915$5,0003$6,150$3,409$11,556
2022$226,195$4,396$12,951$10,0004$11,150$3,412$11,643
2021$279,783$5,209$7,119$4,0004$5,105$20,921$12,800
2020$248,439$4,910$22,100$11,0003—$40,880$10,795

Under IRS private-foundation payout rules, Lumi Foundation Inc reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Lumi Foundation Inc's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Ellen Coggeshall

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Stephen Odom

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lumi Foundation Inc

How much does Lumi Foundation Inc give each year?

Lumi Foundation Inc gave $7K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 3 grants.

What is Lumi Foundation Inc's typical grant size?

Lumi Foundation Inc's median grant in 2024 was $1,453, and its average grant was $1,627, across 4 grants on its 2024 IRS Form 990-PF.

Where does Lumi Foundation Inc give grants?

Lumi Foundation Inc gives mostly in Georgia: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (29%) and North Carolina (15%).

Does Lumi Foundation Inc give general operating support?

Yes: 100% of Lumi Foundation Inc's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Lumi Foundation Inc?

Lumi Foundation Inc reported $269K in total assets on its 2024 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Lumi Foundation Inc's EIN?

Lumi Foundation Inc's EIN (Employer Identification Number) is 82-4562506. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lumi Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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