Lumina Disclosures

General

Lumina Foundation

30 S. Meridian St., Suite 700
Indianapolis, IN 46204
800.834.5756

Contact Us
Our Mission Statement
Our Staff
Our Board of Directors


Governance Back to top ↑

Amended and Restated Bylaws | 12 pages | 203k
Board Code of Conduct | 4 pages | 174k
Charter of the Audit and Finance Committee | 4 pages | 171k
Charter of the Executive Committee | 4 pages | 169k
Charter of the Investment Committee | 4 pages | 172k
Charter of the Compensation Committee | 3 pages | 176k
Conflict of Interest Policy for Directors and Officers| 6 pages | 218k


Staffing Policies Back to top ↑

Employee Code of Conduct | 6 pages | 236k
Equal Opportunity Employment / Non-Harassment Policy | 3 pages | 51k
Executive Compensation Philosophy | 5 pages | 147k
Demographic Data


Grantmaking Back to top ↑

Grantmaking Process
Grantmaking Strategies/Priorities
Searchable Grants Database
Sustainable Development Goals


Planning and Performance Measurement Back to top ↑

Knowledge Center
Grantee Feedback Mechanism
Grantee Survey
Strategic Plan


Financial Information Back to top ↑

Lumina Foundation is a tax-exempt private foundation formed for public, charitable purposes and subject to stringent regulation by the Internal Revenue Service. We have an obligation to operate in a transparent manner and explain clearly how we further our charitable and educational mission. Each year, private foundations file a federal tax document, Form 990-PF, which contains significant detail and narrative information about our finances, grantmaking, operations, and compliance with applicable tax law and regulation. We also disclose our annual audited financial statements as they become available.

Investment Policy

Investment Policy Statement, adopted Aug. 5, 2021 | 15 pages

Review Lumina’s financial documents

2020

2020 Financial Statements | 20 pages

2019

2019 Financial Statements | 16 pages
2019 Form 990T | 23 pages
2019 Form 990PF | 99 pages

2018

2018 Financial Statements | 17 pages
2018 Form 990T | 92 pages
2018 Form 990PF | 98 pages

2017

2017 Financial Statement | 14 pages
2017 Form 990-T | 101 pages
2017 Form 990-PF | 218 pages

2016

2016 Financial Statement | 148k | 15 pages
2016 Form 990-T | 876k | 112 pages
2016 Form 990-PF | 1.2M | 219 pages

2015

2015 Financial Statement | 178k | 15 pages
2015 Form 990-T | 571k | 19 pages
2015 Form 990-PF | 999k | 176 pages

2014

2014 Financial Statement | 182k | 13 pages
2014 Form 990-T 6.3M | 221 pages
2014 Form 990-PF 1.9M | 205 pages

2013

2013 Financial Statement 181k | 15 pages
2013 Form 990-T 4.1M | 335 pages
2013 Form 990-PF 960k | 203 pages

2012

2012 Financial Statement 117k | 15 pages
2012 Form 990-T 881k | 201 pages
2012 Form 990-PF 36.5M | 183 pages

2011

2011 Financial Statement 119k | 14 pages
2011 Form 990-PF 6.7M | 174 pages
2011 Form 990-T 1.3M | 194 pages

2010

2010 Forms 990-PF and 990-T combined 18.5M | 326 pages


Communications Channels Back to top ↑

Medium
Facebook
Twitter
LinkedIn
Instagram
YouTube