Lumina Foundation for Education, Inc.

Lumina Foundation for Education, Inc.

Lumina Foundation for Education, Inc.

Date Founded



30 South Meridian Street,Suites 700-800,Indianapolis, IN 46204-3564

Charitable Causes

Private Grantmaking Foundations


Social Interest
Investment Services & Portfolio Management

Company Description

Lumina makes a consistent effort to maintain a diverse portfolio with allocations to equities and fixed-income investments. They rebalance their portfolio periodically according to interest and dividend rates. Investments are liquidated to meet cash requirements for grant payments.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer

Chief Operating Officer & Executive Vice President

Chief Strategy Officer & Senior Vice President

Director of Investments


Director-Organizational Learning & Alignment

Director, Information Technology


Director-Convening Strategy

Paths to Lumina Foundation for Education, Inc.
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Lumina Foundation for Education, Inc.
Advisors & Consultants
Investment Manager

SAM uses a value-oriented, long-term, bottom-up stock selection process. Their research team appraises businesses by studying financial statements, regulatory information, trade publications, and other industry and corporate data, and by talking with corporate management, competitors, and suppliers. They use two methods for their appraisal: (1) they seek to assess the company’s liquidation value based on the current economic worth of corporate assets and liabilities; and (2) they seek to determine the company’s ongoing value based on its ability to generate free cash flow after required capital expenditures and working capital needs. In selecting investments they look for companies with strong business and good people.


The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.


Fund Advisor at Morgan Stanley Real Estate

Managing Partner, Higher Education at Finn Partners, Inc.


Chair, MFA Design for Social Innovation Department at School of Visual Arts, Inc.


CornerStone Partners LLC is an American private company located in Charlottesville, VA. The firm provides investment advice.

Non-Profit Donations & Grants
Non-Profit Donations & Grants Received
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Bitwise Industries, Inc. activates the technology industry in underdog cities to improve lives. The company was founded by Irma Olgun, Jr. and Jake Soberal on July 1, 2013 and is headquartered in Fresno, CA.

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Credly, Inc. operates as a holding company with interest in providing digital credential services. Its offers platforms for verifying, sharing and managing digital credentials and badges. The company was founded by Jonathan Finkelstein in 2013 and is headquartered in New York, NY.

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