Lumina Disclosures
We strive for transparency.
Explore how Lumina's disclosures compare with peer foundations.
Lumina was entirely GlassPockets-compliant when the project was sunsetted in November 2022.
General
Lumina Foundation
820 Massachusetts Ave., Suite 1390Indianapolis, 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
Grantmaking Back to top ↑
Grantmaking Strategies/Priorities
Survey for Initiating New Partnerships
Grantee Perception Report (2022)
Planning and Performance Measurement Back to top ↑
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
2023
2023 Financial Statements | 23 pages
2022
2022 Financial Statements | 24 pages
2021
2021 Financial Statements | 18 pages
2020
2020 Financial Statements | 20 pages
2019
2019 Financial Statements | 16 pages
2018
2018 Financial Statements | 17 pages
2017
2017 Financial Statement | 14 page
s
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
Health Insurance Back to top ↑
Cost-sharing comparison between Cigna’s in-network and out-of-network providers
Machine-readable files are made available in response to the federal Transparency in Coverage Rule and include negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. They are formatted to allow researchers, regulators, and application developers to easily access and analyze data.