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Lumina Foundation United States (US)

About: Lumina Foundation

Lumina Foundation is an independent private foundation based in Indianapolis focused on increasing access to education and credentials beyond high school to strengthen workforce participation and economic opportunity in the United States.

Charity / registration number

35-1813228

Abbreviation / Acronym

Not Available

Founded

2000

Headquarters

Indianapolis

Assets

$1.5 billion

Annual Giving

$40 million (2024)

Staff

~60

Mission and History

Mission

To equip individuals for informed civic participation and achievement in the global economy.

History

Lumina Foundation was established in August 2000 following the sale of most operating assets of USA Group, a nonprofit guarantor and administrator of college loans. Proceeds from the sale created a charitable endowment. The USA Group foundation converted into Lumina Foundation, becoming an independent private foundation. It was formed with an initial endowment of $770 million and has since focused exclusively on expanding access to learning beyond high school in the United States. The foundation states it has no ties to the student loan industry and has never issued loans.

Type of Foundation

Private / Family Foundation

Focus Areas

Education, Economic Development, Youth Development

Approach and Operating Style

Lumina primarily engages in proactive grantmaking and does not accept unsolicited requests or letters of inquiry. Funding is generally directed toward system-level initiatives designed to achieve large-scale or nationwide impact. The foundation periodically issues open Requests for Proposals on specific topics. It supports policy outreach, research and evaluation, partnerships, strategic communication, impact investing, and data and measurement efforts aligned with its goal of increasing attainment beyond high school. It also offers investment capital through Lumina Impact Ventures and provides civic sponsorships and community grants in Central Indiana.

Funding & Grant Information

Funding Restrictions

Does not fund individuals, No political activities, No religious proselytizing, Other Funding Restrictions

Funding Restrictions Other

Projects lacking systemic impact

Grant Application Deadlines

By Invitation Only

Major Programs and Initiatives

  • Lumina Impact Ventures – Provides investment capital for strategic social initiatives aligned with the foundation’s mission.
  • Community Grants – Supports initiatives within the Central Indiana community.
  • Innovation and Discovery Lab – Encourages development of new ideas to prepare people for work in a complex society.
  • Data and Measurement – Develops systems to track national trends and progress in educational attainment.
  • Research and Evaluation – Generates evidence-based strategies to achieve large-scale change.
  • Policy Outreach – Educates state and federal policymakers using nonpartisan research and analysis.

Geographic Reach

Other Countries

Impact and Legacy

Lumina set a national goal in 2008 for 60 percent of working-age adults to earn credentials beyond high school by 2025. Educational attainment among adults ages 25–64 increased from 38 percent to 55 percent during that period. The foundation has established a 2040 goal of 75 percent of adults in the U.S. labor force holding college degrees or other credentials of value. Its work emphasizes expanding access, improving completion rates, and aligning credentials with workforce needs.

Partnerships, Leadership, and Other Details

Partnerships

Lumina works with governmental, nonprofit, and private-sector organizations. It collaborates with education and business leaders, civil rights organizations, policymakers, and institutions including community colleges, public universities, and minority-serving institutions. The foundation engages in strategic communications, convenings, partnerships, and coalition-building to advance system-level change.

Leaderships

James Merisotis | President & CEO

Other Details

Lumina Foundation for Education, Inc. is a private, non-stock, not-for-profit corporation organized under Delaware law. It is exempt from federal income tax under Section 501(a) and classified as a private foundation subject to federal excise tax on net investment income. As of December 31, 2024, net assets without donor restrictions totaled $1,525,555,000. The foundation met its required 5 percent minimum distribution requirement for 2024. It maintains lines of credit totaling $75 million effective December 31, 2024. Investments are diversified across public equities, bonds, alternative investments, private assets, mission-related investments, and program-related investments.

Contact and Official Links

Address :

820 Massachusetts Ave., Suite 1390, Indianapolis, IN 46204,, Indianapolis, 46204, US

General Contact :

18008345756
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