The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $85,433,733 | $72,641,003 | $73,462,589 | $1,544,151,334 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 41% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Education Writers AssociationWashington, DC | To support journalism training related to education beyond high school. | $600,000 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alisa Miller | BOARD CHAIR | 2.00 | $45,000 |
| Allan Hubbard | BOARD MEMBER (RETIRED 4/10/2024) | 1.00 | $28,000 |
| Austan Goolsbee | BOARD MEMBER | 1.00 | $0 |
| Christine Pambianchi | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,525,635,254 |
| FY2023 | 990-PF | $54,331,663 | $90,342,377 | $89,865,542 | $1,447,572,232 | $1,437,830,377 |
| FY2022 | 990-PF | $103,090,471 | $65,552,907 | $69,151,951 | $1,413,211,168 | $1,372,985,522 |
| FY2021 | 990-PF | $177,941,571 | $96,835,332 | $82,845,134 | $1,602,580,672 | $1,583,069,846 |
| FY2020 | 990-PF | $124,727,424 | $70,210,915 | $70,556,639 | $1,416,758,091 | $1,402,412,447 |
| FY2019 | 990-PF | $124,890,321 | $87,713,868 | $92,662,132 | $1,274,092,392 | $1,250,990,063 |
| FY2018 | 990-PF | $66,471,132 | $77,091,548 | $82,684,117 | $1,202,918,515 | $1,174,928,588 |
| Education Trust Inc TheWashington, DC |
| To support Ed Trust's capacity to engage with state and federal policymakers to preserve and advance equity in higher education policy |
| $600,000 |
| 2023 |
| National Center for Higher Education Management SystemsBoulder, CO | To launch new employability-focused, program-level quality assurance process and deploy an institutional workforce readiness recognition | $600,000 | 2019 |
| State Higher Education Executive OfficersBoulder, CO | To promote improved student mental health through state/system policy recommendations. | $600,000 | 2023 |
| Washington Monthly CorporationMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2021. Counted Oct 9, 2026.Washington, DC | To support independent, policy-oriented journalism about issues vital to creating a better-educated country. | $600,000 | 2020 |
| OpportunityatWorkWashington, DC | To expand TechHire network to enable more Americans to achieve economic opportunity and upward mobility in the workplace through competency-based career-skills pathways in IT. | $600,000 | 2018 |
| Organisation for Economic Cooperation and DevelopmentParis Cedix, NONE | To fund an in-depth analysis of labor market relevance and outcomes of tertiary education systems throughout the world. | $600,000 | 2018 |
| Research Foundation of State University of New YorkAlbany, NY | To support community colleges in the State University of New York system participation in Innovative Credentials to Associates Network to increase adult learner of color completion. | $600,000 | 2021 |
| Foundation for California Community CollegesSacramento, CA | To support the California Community College System's deeper participation in the REACH Collaborative. | $600,000 | 2023 |
| American UniversityWashington, DC | To support expansion and use of a toolkit for higher education to respond to rising anti-democratic attitudes and beliefs. | $600,000 | 2023 |
| Ditchley Foundation The | To explore shared systemic challenges among the US, UK, and other democracies. | $600,000 | 2023 |
| Behavioral Ideas Lab IncMatched to this organization because 11 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.New York, NY | To transform admissions processes using behavioral science to increase adult enrollment in BA programs | $600,000 | 2023 |
| Research Foundation of State University of New YorkAlbany, NY | To support the New York Student Success Center's deeper participation in the REACH Collaborative. | $595,000 | 2023 |
| Century Foundation TheNew York, NY | To promote systems reform in target states to better serve low-income and underrepresented students | $584,000 | 2018 |
| American Association of State Colleges and UniversitiesWashington, DC | To prepare higher education leaders to create the conditions for an inclusive, equitable, and just democracy. | $575,000 | 2023 |
| University of Hawaii FoundationHonolulu, HI | To support Hawaii's efforts to increase Native Hawaiian, Pacific Islander and Filipino attainment through the Talent, Innovation, and Equity initiative and Lumina's equity policy audit state cohort with the Education Trust. | $575,000 | 2022 |
| Research for ActionPhiladelphia, PA | To conduct research to understand state and system responses to Coronavirus-related displaced workers | $575,000 | 2021 |
| Colorado Community College System Foundation TheDenver, CO | To support the Colorado Community College System's deeper participation in the REACH Collaborative. | $565,000 | 2023 |
| American Council on EducationWashington, DC | To enable ACE to transform their CREDIT transcripts for work-based and military learning to use competencies and create digital learner records. | $564,000 | 2018 |
| Foundation for California Community CollegesSacramento, CA | To create a new framework for designing, delivering, and scaling labor market-responsive education programs including prototyping statewide employer engagement model, and support ongoing adult learner-focused efforts. | $563,500 | 2020 |
| Complete College AmericaIndianapolis, IN | To work with Kentucky's CPE to implement comprehensive pathways that align with students' career goals and integrate career competencies and experiential activities in degrees. | $550,000 | 2021 |
| New AmericaMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Washington, DC | To support research, policy analysis, and nonpartisan advocacy that advances federal policies that support today's students. | $550,000 | 2018 |
| Research for ActionPhiladelphia, PA | To conduct research and evaluation on Lumina's Great Admissions Redesign Challenge grantees. | $550,000 | 2024 |
| Center for Law and Social PolicyWashington, DC | To support state and federal policy on addressing non-tuition costs, equity, and affordability | $550,000 | 2019 |
| University of Texas System TheAustin, TX | To further advance the University of Texas System's Equitable Student Pathways Project. | $550,000 | 2023 |
| 1.00 |
| $28,000 |
| David Wilson | BOARD MEMBER | 1.00 | $34,000 |
| Joseph Boateng | BOARD MEMBER | 2.00 | $34,000 |
| Justin Christian | BOARD MEMBER | 1.00 | $28,000 |
| Katherine Davis | BOARD MEMBER (RETIRED 4/10/2024) | 2.00 | $28,000 |
| Matthew Breitfelder | BOARD MEMBER | 2.00 | $34,000 |
| Matthew Goldberg | BOARD MEMBER | 1.00 | $28,000 |
| Pardis Mahdavi | BOARD MEMBER (elected 4/10/24) | 1.00 | $20,307 |
| Teresa Lubbers | BOARD MEMBER (elected 4/10/24) | 1.00 | $20,307 |
| William Serrata | BOARD MEMBER | 1.00 | $28,000 |
| Chauncy Lennon | VP for the Future of Learning and Work & Sr. Stratgeic Advisor | 40.00 | $421,902 |
| Courtney Brown | VP of Impact & Planning | 40.00 | $387,283 |
| Debra Humphreys | VP of Strategic Engagement | 40.00 | $374,389 |
| Erin Archer | VP for Fin and Invest/CFO | 40.00 | $392,231 |
| Hong Linh Nguyen | VP, Equity Culture, & Talent | 40.00 | $361,460 |
| Jamie Merisotis | President/CEO | 40.00 | $1,064,716 |
| Michelle Cooper | VP, Public Policy & Executive Director | 40.00 | $373,848 |
| Timothy Robinson | VP General Counsel & Chief of Staff | 40.00 | $344,721 |
| Carman Twillie Ambar | Board Member | 1.00 | $28,000 |
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443209349104529
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313199349101271
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202213199349107686
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202113199349109186
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202003189349100520
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201923199349103432
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.