Lumos
Lumos is a private foundation, based in Nashville, TN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 2 grants totaling $105K. Net investment income was $472K.
Key facts about Lumos
In short: Lumos gave $105K across 2 grants in 2025 (avg $52K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- EIN
- 20-8203226
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $104,949
- Grants made (2025)
- 2
- Average grant
- $52,475
- Median grant
- $52,475
- Total assets
- $5,437,933
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.4M
+7.9% YoY
Annual Giving
$105K
+39.7% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$52K
-30.1% YoY
Under IRS private-foundation payout rules, Lumos reported a distributable amount of $247K for 2025 — the minimum it must pay out in qualifying distributions.
How Lumos gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 96% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $75K (2024) to $111K (2022). In 2025 it made 2 grants totaling $105K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Belmont University ($80K). Together the top 2 received $105K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 7 (57%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Belmont University Nashville, TN | Endowment for Lumos Travel Scholarships | $79,949 |
| The Branch of Nashville Nashville, TN | Operating Support | $25,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,437,933 | $5,039,469 | $4,353,933 |
| Revenue | $552,667 | $326,979 | $227,019 |
| Expenses | $327,724 | $288,232 | $281,350 |
| Qualifying Distributions | $237,692 | $199,570 | $199,306 |
| Net Investment Income | $471,942 | $252,484 | $159,692 |
| Distributable Amount | $246,880 | $229,418 | $192,930 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 26, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
Leadership & Key People
Officers and directors from IRS filings
Lumos is led by Cynthia Leu, President on every filing since 2019; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
Cynthia Leu
President
On filings since 2019
40 hrs/week
$82K (2019) → $145K (2025)
Amy Strauss Josefek
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Debbie Banks Skellenger
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Margaret Olivia Leu
Director
New on the 2025 filing
0.3 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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $145K, to Cynthia Leu (President).
Frequently asked questions about Lumos
How much does Lumos give each year?
Lumos gave $105K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 1 grant.
How large is Lumos?
Lumos reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $238K in qualifying distributions that year, against a required minimum of $247K (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.
Where does Lumos operate?
Lumos has awarded grants in Tennessee.
What is Lumos's EIN?
Lumos's EIN (Employer Identification Number) is 20-8203226. 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.
Here's the math on researching Lumos by hand.
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