Lumos Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $743K in total assets. In 2024, it awarded 10 grants totaling $33K. Net investment income was $82K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$743K
+10.7% YoY
Annual Giving
$33K
+19.2% YoY
Grant Count
10
-33.3% YoY
Avg Grant Size
$3K
+78.8% YoY
Under IRS private-foundation payout rules, Lumos Charitable Foundation reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Lumos Charitable Foundation
Based on IRS filings
Lumos Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $743K in total assets. In 2024, it awarded 10 grants totaling $33K. Net investment income was $82K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $743,038 | $671,008 | $668,814 |
| Revenue | $82,080 | $12,982 | $75,099 |
| Expenses | $39,016 | $31,353 | $37,357 |
| Qualifying Distributions | $37,637 | $30,478 | $36,237 |
| Net Investment Income | $82,080 | $12,972 | $75,099 |
| Distributable Amount | $34,599 | $33,066 | $33,894 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
67 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Houston ($10,000), Harvard College Fund ($10,000), UC Berkeley ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF HOUSTON HOUSTON, TX | CHARITY PURPOSE | $10,000 |
| KQED San Francisco, CA | CHARITY PURPOSE | $500 |
| Internet Archive Donations San Francisco, CA | CHARITY PURPOSE | $1,024 |
| SAN JOSE PUBLIC LIBRARY FOUNDATION SAN JOSE, CA | CHARITY PURPOSE | $515 |
| UC Berkeley BERKELEY, CA | CHARITY PURPOSE | $5,000 |
| WIKIMEDIA FOUNDATION SAN FRANCISCO, CA | CHARITY PURPOSE | $1,024 |
| HARVARD COLLEGE FUND Cambridge, MA | CHARITABLE CONTRIBUTION | $10,000 |
| HARKER SCHOOL SAN JOSE, CA | CHARITABLE CONTRIBUTION | $2,500 |
| SAN FRANCISCO MUSEUM OF MORDERN ART SAN FRANCISCO, CA | CHARITABLE CONTRIBUTION | $300 |
| THE CONCORD REVIEW INC SUDBURY, MA | CHARITY PURPOSE | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS LU | CEO | 5 | — |
| SHERRY MO | CFO & Secretary | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lumos Charitable Foundation?
Lumos Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. It holds $743K in total assets as of 2024.
How large is Lumos Charitable Foundation?
As of 2024, Lumos Charitable Foundation holds $743K in total assets with $82K in annual revenue. It awarded 10 grants totaling $33K in 2024.
Where does Lumos Charitable Foundation operate?
Lumos Charitable Foundation has awarded grants in California, Massachusetts, Maryland, Ohio, Texas.
What size grants does Lumos Charitable Foundation award?
In 2024, Lumos Charitable Foundation awarded 10 grants totaling $33K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Lumos Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lumos Charitable Foundation reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lumos Charitable Foundation's EIN?
Lumos Charitable Foundation's EIN (Employer Identification Number) is 46-3927235. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lumos Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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