Lumos Charitable Foundation
Lumos Charitable Foundation is a private foundation, based in San Jose, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $786K in total assets. In 2025, it awarded 9 grants totaling $28K. Net investment income was $65K.
Lumos Charitable Foundation at a glance
In short: Lumos Charitable Foundation gave $28K across 9 grants in 2025 (avg $3K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,737
- -16.9% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $3,082
- -7.6% vs 2024
- Median grant
- $2,500
- Total assets
- $785,758
- +5.7% vs 2024
- Primary geography
- Massachusetts (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lumos Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Harvard College Fund ($10K). Together the top 9 received $28K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Lumos Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 90% 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
From 2019 to 2025, annual grant giving ranged from $17K (2020) to $36K (2021). In 2025 it made 9 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard College Fund Cambridge, MA | Charitable Contribution | $10,000 |
| University of Houston Houston, TX | Charity Purpose | $5,000 |
| UC Berkeley Berkeley, CA | Charity Purpose | $5,000 |
| Harker School San Jose, CA | Charitable Contribution | $2,500 |
| Concord Review Sudbury, MA | Charitable Contribution | $2,500 |
| San Jose Public Library Foundation San Jose, CA | Charity Purpose | $1,000 |
| National History Day College Park, MD | Charitable Contribution | $1,000 |
| Internet Archive San Francisco, CA | Charity Purpose | $512 |
| The Tech Museum of Innovation san Jose, CA | Charity Purpose | $225 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $785,758 | $64,820 | $34,710 | $27,737 | 9 | $33,244 | $64,820 | $36,904 |
| 2024 | $743,038 | $82,080 | $39,016 | $33,363 | 10 | $37,637 | $82,080 | $34,599 |
| 2023 | $671,008 | $12,982 | $31,353 | $27,984 | 15 | $30,478 | $12,972 | $33,066 |
| 2022 | $668,814 | $75,099 | $37,357 | $32,130 | 17 | $36,237 | $75,099 | $33,894 |
| 2021 | $732,949 | $92,485 | $43,776 | $36,342 | 14 | — | $92,485 | $32,870 |
| 2020 | $585,406 | $59,623 | $23,596 | $16,906 | 11 | — | $59,623 | $27,915 |
| 2019 | $694,950 | $69,895 | $40,232 | $33,281 | 13 | — | $69,895 | $31,170 |
Under IRS private-foundation payout rules, Lumos Charitable Foundation reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lumos Charitable Foundation is led by Thomas Lu, CEO on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas Lu
CEO
On filings since 2019
5 hrs/week
No compensation reported
Sherry Mo
CFO & Secretary
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Lumos Charitable Foundation
How much does Lumos Charitable Foundation give each year?
Lumos Charitable Foundation gave $28K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 10 grants.
What is Lumos Charitable Foundation's typical grant size?
Lumos Charitable Foundation's median grant in 2025 was $2,500, and its average grant was $3,082, across 9 grants on its 2025 IRS Form 990-PF.
Where does Lumos Charitable Foundation give grants?
Lumos Charitable Foundation's top state is Massachusetts, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (33%) and Texas (18%). The most frequent recipient cities were San Jose, CA (3 grants).
Who are Lumos Charitable Foundation's largest grantees?
Lumos Charitable Foundation's largest 2025 grantees include Harvard College Fund ($10,000), University of Houston ($5,000) and UC Berkeley ($5,000), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Lumos Charitable Foundation?
Lumos Charitable Foundation reported $786K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $37K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2026)
- IRS filings on file for fiscal years 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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