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Lumina Foundation for Education Inc

Private foundation · Grantmaker Indianapolis, IN EIN: 35-1813228 Website

Lumina Foundation for Education Inc is an independent foundation based in Indianapolis, Indiana, focused on making learning opportunities beyond high school available to all. It supports efforts to build an equitable, accessible, responsive, and accountable post-high-school education system, with a goal of increasing the share of adults in the U.S. labor force who hold degrees or other credentials of value.

Lumina Foundation for Education Inc at a glance

In short: Lumina Foundation for Education Inc gave $30.0M across 357 grants in 2024 (avg $84K), top state District of Columbia. 37% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$30,030,680
-45.6% vs 2023
Grants made (2024)
357
+6.6% vs 2023
Average grant
$84,120
-48.9% vs 2023
Median grant
$12,500
Total assets
$1,544,151,334
+6.7% vs 2023
New grantees (estimate)
37% first-time grantees (113 of 309, 2024)
Primary geography
District of Columbia (23% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Lumina Foundation for Education Inc

Accepts unsolicited proposals
No
Review Cycle
The filing lists unsolicited inquiries received by the end of September for the year.
Deadline
The filing lists unsolicited inquiries received by the end of September for the year.
Contact

Application contact: Program Office New Inquiry
Mailing address: Lumina Foundation For Education Po, Box 1806, Indianapolis, IN 46206-1806
Phone: (317) 951-5300
Website: https://luminafoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Lumina Foundation for Education Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Blackbaud Giving Fund: $2.5MBlackbaud Giving Fund$2.5MGeorgetown University: $900KGeorgetown University$900KComplete College America: $815K across 3 grantsComplete College America$815K · 3 grantsWashington Monthly Institute Inc: $800K across 2 grantsWashington Monthly InstituteInc$800K · 2 grantsIllinois Board of Higher Education: $750KIllinois Board of HigherEducation$750KTrustees of the California State University: $750KTrustees of the CaliforniaState University$750KThe Third Way Foundation Inc: $745KThe Third Way Foundation Inc$745KCompetency-Based Education Network: $700KCompetency-Based EducationNetwork$700KJohn N Gardner Institute: $670KJohn N Gardner Institute$670KLouisiana Board of Regents: $655K across 3 grantsLouisiana Board of Regents$655K · 3 grants

The largest 2024 recipient was Blackbaud Giving Fund ($2.5M). Together the top 10 received $9.3M.

Organizations only. It also paid 3 grants to individuals ($1,000,000), which are not listed by name.

Grant Size Distribution

2,297 grants across all recorded years

1555<$50K160$50–100K296$100–250K162$250–500K99$500K–1M25$1–5M$5M+

The most common grant size was under $50K: 1,555 grants of 2,297 (68%).

Geographic Focus

Where this funder awards grants

Lumina’s stated goal is national in scope. In 2024, the largest shares of grant dollars by recipient state went to the District of Columbia (23%), Indiana (9%), South Carolina (8%), California (8%), and an individual recipient (6%).

Grant Distribution by State

51states

Share of 2024 grant dollars across all 357 itemized grants.

Cities

IndianapolisWashingtonNew YorkBloomingtonBostonAlexandriaLos AngelesChicagoDenverPhiladelphiaCarmelOaklandAustinFishersArlingtonSacramentoBoulderMinneapolisColumbusAtlanta

Is Lumina Foundation for Education Inc open to new grantees?

37%

first-time grantees, 2024

In 2024, 113 of 309 grantees (37%) were first-time recipients. First grants averaged $97K; repeat grants $97K. How we count

Medians: $20K first-time, $11K repeat.

  • 38% of 2024 grantees were also funded in 2023. Method
  • Giving fell 48% from 2021 to 2024. Method
  • In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20M$40M$60M843 grants2020 425 grants2021 337 grants2022 335 grants2023 357 grants2024

From 2020 to 2024, annual grant giving ranged from $30.0M (2024) to $57.7M (2021). In 2024 it made 357 grants totaling $30.0M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Blackbaud Giving Fund Charleston, SCTo support Lumina's 2023-2024 Gift Programs through the Blackbaud Giving Fund.$2,508,511
Georgetown University Washington, DCTo strengthen the alignment of postsecondary education and workforce via research and technical assistance.$900,000
Illinois Board of Higher Education Springfield, ILTo implement direct admissions statewide in Illinois for community college transfer students and high school seniors, using the Common App$750,000
2 grants to individuals Recipients not named —$950,000
Trustees of the California State University Long Beach, CATo automate admissions to the CSU system through California's official K-12 college & career readiness platform$750,000
The Third Way Foundation Inc Washington, DCTo assess the true costs of developing and offering short-term workforce development programs at community colleges and evaluate the implications of these costs for school administrators.$745,000
Complete College America Indianapolis, INto support the continued implementation of the Historically Black Community College Network$740,000
Competency-Based Education Network Franklin, TNTo pilot competency-based math course redesign models to foster more equitable pathways to success at community colleges$700,000
John N Gardner Institute Brevard, NCTo work with Kentucky Council on Postsecondary Education institutions to create and implement five-year plans that transform the foundational postsecondary experience.$670,000
Greater Washington Educational Telecommunications Association Inc Arlington, VATo support public television news broadcast segments related to the nation's need for increased educational attainment after high school.$650,000
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Financial History

Multi-year comparison from IRS filings

Lumina’s filing type is Form 990-PF, a private foundation.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,544,151,334$85,433,733$72,641,003$30,030,680357$73,462,589$72,447,062$72,180,632
2023$1,447,572,232$54,331,663$90,342,377$55,173,681335$89,865,542$37,636,907$69,362,505
2022$1,413,211,168$103,090,471$65,552,907$33,921,229337$69,151,951$70,910,975$69,845,080
2021$1,602,580,672$177,941,571$96,835,332$57,692,958425$82,845,134$149,099,188$72,463,285
2020$1,416,758,091$124,727,424$70,210,915$38,974,654843—$122,107,527$59,968,812

Under IRS private-foundation payout rules, Lumina Foundation for Education Inc reported a distributable amount of $72.2M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

Lumina’s mission is to prepare people for informed citizenship and success in a global economy. Its goal is for 75 percent of adults in the U.S. labor force to have college degrees or other credentials of value leading to economic prosperity by 2040. Its work includes supporting research, policy outreach, technical assistance, and efforts to measure and evaluate progress in education and training after high school.

Examples of supported organizations illustrate the range of its partners. Complete College America describes its work as helping states improve college completion and close attainment gaps for underrepresented populations. The Competency-Based Education Network says it works to advance a competency- and skills-first society and equitable work-learn pathways. Research for Action describes its mission as using research to improve educational opportunities and outcomes for traditionally underserved students.

Grantmaking

In filing year 2024, Lumina reported 357 grants totaling $30,030,680. Grants ranged from $500 to $2,508,511, with a median of $12,500.

Among the largest reported grants were $2,508,511 to Blackbaud Giving Fund to support Lumina’s 2023–2024 gift programs; $900,000 to Georgetown University for research and technical assistance aligning postsecondary education and workforce needs; and $750,000 each to the Illinois Board of Higher Education, Northern Arizona University Foundation, and Trustees of the California State University for admissions initiatives. Other notable grants included $745,000 to The Third Way Foundation Inc for research on the costs and implications of short-term community-college workforce programs, and $740,000 to Complete College America to support continued implementation of the Historically Black Community College Network.

Lumina’s grant guidance describes its grantmaking as primarily proactive: it solicits ideas directly from partners and periodically announces open requests for proposals or calls for work. It also says it does not accept unsolicited requests. Its 2024 filing describes a process for reviewing unsolicited requests for alignment with current priorities; aligned requests may be referred to a program officer, and viable inquiries may be invited to submit concept papers. A full proposal may be requested after evaluation, but an invitation does not guarantee funding. The filing says applicants are informed within two months whether an inquiry fits current priorities and resources, and that the full review and approval process typically takes approximately six months after a proposal is requested, assuming timely responses to information requests.

Leadership & Key People

Officers and directors from IRS filings

Lumina Foundation for Education Inc is led by Jamie Merisotis, President & CEO on every filing since 2020; 21 of 22 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Jamie Merisotis

    President & CEO

    On filings since 2020

    40 hrs/week

    $896K (2020) → $1.1M (2024)

  • Michelle Cooper

    Vice President, Public Policy & Executive Director

    Vice President & Public Policy → Vice President, Public Policy & Executive Director, 2023

    On filings since 2022

    40 hrs/week

    $91K (2022) → $374K (2024)

  • Alisa Miller

    Board Chair

    Director → Board Chair, 2024

    On filings since 2020

    2 hrs/week

    $34K (2020) → $45K (2024)

  • Allan Hubbard

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    1 hr/week

    $23K (2020) → $28K (2024)

  • Austan Goolsbee

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    1 hr/week

    $21K (2020) → $0 (2024)

  • Chauncy Lennon

    Vice President for the Future of Learning, Work & Senior Stratgeic Advisor

    Vice President for the Future of Learning & Work → Vice President for the Future of Learning, Work & Senior Stratgeic Advisor, 2023

    On filings since 2020

    40 hrs/week

    $281K (2020) → $422K (2024)

  • Courtney Brown

    Vice President of Impact & Planning

    Vice President of Strategic Impact → Vice President of Impact & Planning, 2023

    On filings since 2020

    40 hrs/week

    $288K (2020) → $387K (2024)

  • David Wilson

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    1 hr/week

    $28K (2020) → $34K (2024)

  • Debra Humphreys

    Vice President of Strategic Engagement

    On filings since 2020

    40 hrs/week

    $257K (2020) → $374K (2024)

  • Joseph Boateng

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    2 hrs/week

    $32K (2020) → $34K (2024)

  • Justin Christian

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    1 hr/week

    $14K (2020) → $28K (2024)

  • Matthew Goldberg

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    1 hr/week

    $25K (2020) → $28K (2024)

  • Timothy Robinson

    Vice President General Counsel & Chief of Staff

    Vice President of Administrator & Partnerships → Vice President of Administration & Partnerships, 2021

    Vice President of Administration & Partnerships → Vice President General Counsel & Chief of Staff, 2023

    On filings since 2020

    40 hrs/week

    $217K (2020) → $345K (2024)

  • Christine Pambianchi

    Board Member

    Director → Board Member, 2024

    On filings since 2021

    1 hr/week

    $28K (2021) → $28K (2024)

  • William Serrata

    Board Member

    Director → Board Member, 2024

    On filings since 2021

    1 hr/week

    $21K (2021) → $28K (2024)

  • Hong Linh Nguyen

    Vice President, Equity Culture & Talent

    On filings since 2022

    40 hrs/week

    $104K (2022) → $361K (2024)

  • Erin Archer

    Vice President for Finance, Investment & CFO

    On filings since 2023

    40 hrs/week

    $168K (2023) → $392K (2024)

  • Carman Twillie Ambar

    Board Member

    New on the 2024 filing

    1 hr/week

    $28K (2024)

  • Katherine Davis

    Board Member

    New on the 2024 filing

    2 hrs/week

    $28K (2024)

  • Matthew Breitfelder

    Board Member

    New on the 2024 filing

    2 hrs/week

    $34K (2024)

  • Pardis Mahdavi

    Board Member

    New on the 2024 filing

    1 hr/week

    $20K (2024)

  • Teresa Lubbers

    Board Member

    New on the 2024 filing

    1 hr/week

    $20K (2024)

Former officers (11)
  • Former: Holiday McKiernan (2020–2023) — Executive Vice President, COO, General Counsel & Secretary
  • Former: Kathy Davis (2020–2023) — Director
  • Former: Matt Breitfelder (2020–2023) — Director
  • Former: Carmen Ambar Twillie (2022–2023) — Director
  • Former: Brad Kelsheimer (2020–2022) — Vice President for Finance, Investment, CFO & Treasurer
  • Former: Belle Wheelan (2020–2021) — Director
  • Former: Danette Howard (2020–2021) — Senior Vice President & Chief Strategy Officer
  • Former: F Joseph Loughrey (2020–2021) — Director
  • Former: Joe Castro (2020–2021) — Director
  • Former: Mark Yudof (2020–2021) — Director
  • Former: Christy Pambianch (2020) — Director

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.

Compensation Overview

From 2024 IRS filing

Jamie Merisotis — President/CEO: $1.1MJamie MerisotisPresident/CEO$1.1MChauncy Lennon — VP for the Future of Learning and Work & Sr. Stratgeic Advisor: $422KChauncy LennonVP for the Future of Learning…$422KErin Archer — VP for Fin and Invest/CFO: $392KErin ArcherVP for Fin and Invest/CFO$392KCourtney Brown — VP of Impact & Planning: $387KCourtney BrownVP of Impact & Planning$387KDebra Humphreys — VP of Strategic Engagement: $374KDebra HumphreysVP of Strategic Engagement$374KMichelle Cooper — VP, Public Policy & Executive Director: $374KMichelle CooperVP, Public Policy & Executive…$374KHong Linh Nguyen — VP, Equity Culture, & Talent: $361KHong Linh NguyenVP, Equity Culture, & Talent$361KTimothy Robinson — VP General Counsel & Chief of Staff: $345KTimothy RobinsonVP General Counsel & Chief of…$345KAlisa Miller — Board Chair: $45KAlisa MillerBoard Chair$45KDavid Wilson — Board Member: $34KDavid WilsonBoard Member$34KJoseph Boateng — Board Member: $34KJoseph BoatengBoard Member$34KMatthew Breitfelder — Board Member: $34KMatthew BreitfelderBoard Member$34KAllan Hubbard — Board Member (Retired 4/10/2024): $28KAllan HubbardBoard Member (Retired 4/10/2024)$28KChristine Pambianchi — Board Member: $28KChristine PambianchiBoard Member$28KJustin Christian — Board Member: $28KJustin ChristianBoard Member$28KKatherine Davis — Board Member (Retired 4/10/2024): $28KKatherine DavisBoard Member (Retired 4/10/2024)$28KMatthew Goldberg — Board Member: $28KMatthew GoldbergBoard Member$28KWilliam Serrata — Board Member: $28KWilliam SerrataBoard Member$28KCarman Twillie Ambar — Board Member: $28KCarman Twillie AmbarBoard Member$28KPardis Mahdavi — BOARD MEMBER (elected 4/10/24): $20KPardis MahdaviBOARD MEMBER (elected 4/10/24)$20KTeresa Lubbers — BOARD MEMBER (elected 4/10/24): $20KTeresa LubbersBOARD MEMBER (elected 4/10/24)$20K

The highest reported compensation on the 2024 filing was $1.1M, to Jamie Merisotis (President/CEO). 21 officers or directors reported compensation on that filing.

Frequently asked questions about Lumina Foundation for Education Inc

How much does Lumina Foundation for Education Inc give each year?

Lumina Foundation for Education Inc gave $30.0M across 357 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $55.2M across 335 grants.

What is Lumina Foundation for Education Inc's typical grant size?

Lumina Foundation for Education Inc's median grant in 2024 was $12,500, and its average grant was $84,120, across 357 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Lumina Foundation for Education Inc that year got $97K on average.

Where does Lumina Foundation for Education Inc give grants?

Lumina Foundation for Education Inc's top state is District of Columbia, with 23% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Indiana (9%) and South Carolina (8%). The most frequent recipient cities were Indianapolis, IN (97 grants), Washington, DC (74 grants), New York, NY (21 grants) and Bloomington, IN (7 grants).

Does Lumina Foundation for Education Inc give general operating support?

Occasionally: 4% of Lumina Foundation for Education Inc's 2024 grants with a stated purpose (15 of 357) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "To build the capacity to serve adult learners at HBCUs." (4 grants).

Who are Lumina Foundation for Education Inc's largest grantees?

Lumina Foundation for Education Inc's largest 2024 grantees include Blackbaud Giving Fund ($2,508,511), Georgetown University ($900,000) and Complete College America ($815,000 across 3 grants), according to its 2024 IRS Form 990-PF. It also paid 3 grants to individuals ($1,000,000), which are not listed by name. Together they received 14% of its itemized 2024 grant dollars.

How large is Lumina Foundation for Education Inc?

Lumina Foundation for Education Inc reported $1.5B in total assets on its 2024 IRS Form 990-PF. It paid out $73.5M in qualifying distributions that year, against a required minimum of $72.2M (roughly 5% of its investment assets).

What does Lumina Foundation for Education Inc fund?

Lumina’s mission is to prepare people for informed citizenship and success in a global economy. Its goal is for 75 percent of adults in the U.S. labor force to have college degrees or other credentials of value leading to economic prosperity by 2040. See mission & focus areas ↑

How do I apply for a grant from Lumina Foundation for Education Inc?

Lumina Foundation for Education Inc does not accept unsolicited proposals, according to Grantable's research on its published guidelines. Check luminafoundation.org for any change to that policy.

What is Lumina Foundation for Education Inc's EIN?

Lumina Foundation for Education Inc's EIN (Employer Identification Number) is 35-1813228. IRS Form 990 filing data is available on this page for 2020–2024.

Does Lumina Foundation for Education Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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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Cite this profile

Grantable. (2026). Lumina Foundation for Education Inc funder profile. GrantGraph. Retrieved October 7, 2026, from https://grantable.co/funders/lumina-foundation-for-education-inc-morg_ce47caaaa3a24f8e9736f18fb86db685

BibTeX
@misc{grantable_351813228_2026,
  author       = {{Grantable}},
  title        = {{Lumina Foundation for Education Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/lumina-foundation-for-education-inc-morg_ce47caaaa3a24f8e9736f18fb86db685},
  note         = {Accessed 2026-10-07. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Lumina Foundation for Education 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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