Lumos

NASHVILLE, TN EIN: 20-8203226

Lumos is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 1 grants totaling $75K. Net investment income was $252K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.0M

+15.7% YoY

Annual Giving

$75K

-7.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$75K

-7.8% YoY

Under IRS private-foundation payout rules, Lumos reported a distributable amount of $229K for 2024 — the minimum it must pay out in qualifying distributions.

About Lumos

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $442K (100%)

States

Tennessee

Cities

Nashville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,039,469	$4,353,933	$3,582,896
Revenue	$326,979	$227,019	$114,572
Expenses	$288,232	$281,350	$287,725
Qualifying Distributions	$199,570	$199,306	$225,380
Net Investment Income	$252,484	$159,692	$52,937
Distributable Amount	$229,418	$192,930	$196,172

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Belmont University ($75,101).

Recipient	Purpose	Amount
BELMONT UNIVERSITY NASHVILLE, TN	ENDOWMENT FOR LUMOS TRAVEL SCHOLARSHIPS	$75,101

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CYNTHIA LEU	PRESIDENT	40	—
AMY STRAUSS JOSEFEK	DIRECTOR	0.25	—
DEBBIE BANKS SKELLENGER	DIRECTOR	0.25	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lumos?

Lumos is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $5.0M in total assets as of 2024.

How large is Lumos?

As of 2024, Lumos holds $5.0M in total assets with $327K in annual revenue. It awarded 1 grants totaling $75K in 2024.

Where does Lumos operate?

Lumos has awarded grants in Tennessee.

What size grants does Lumos award?

In 2024, Lumos awarded 1 grants totaling $75K — an average of about $75K per grant, based on its IRS Form 990 filings.

How much is Lumos required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lumos reported a distributable amount of $229K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.