Lumos Charitable Foundation
- Assets
- $671.0k
- Revenue
- $13.0k
- Investments
- $656.0k
- Employees
- 0
- Location
- San Jose, CA
- Founding
- 06/2014
- Data as of
- 09/2023
- EIN
- 46-3927235
Organization Overview
Lumos Charitable Foundation is located in San Jose, CA. The organization was established in 2014. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lumos Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Lumos Charitable Foundation generated $13.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (32.6%) each year. All expenses for the organization totaled $31.4k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Lumos Charitable Foundation has awarded 112 individual grants totaling $228,688. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Lu CEO | 5 | $0 | |
Sherry Mo CFO & Secretary | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $100 |
| Dividends & Interest | $11,410 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,462 |
| Capital Gain Net Income | $1,462 |
| Net ST Capital Gain | $1,462 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $10 |
| Total Revenue | $12,982 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $180 |
| Depreciation | $875 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $919 |
| Total operating and administrative expenses | $3,369 |
| Contributions, gifts, grants paid | $27,984 |
| Total expenses and disbursements | $31,353 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,105 |
| Savings and temporary cash investments | $10,073 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,277 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $655,981 |
| Net Land, buildings, and equipment | $572 |
| Other assets | $0 |
| Total assets | $671,008 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $29 |
| Total liabilities | $29 |
Grants Awarded
Over the last fiscal year, Lumos Charitable Foundation has awarded $27,984 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF HOUSTON PURPOSE: CHARITY PURPOSE | $5,000 |
KQED PURPOSE: CHARITY PURPOSE | $500 |
THE TECH MUSEUM OF INNOVATION PURPOSE: CHARITY PURPOSE | $295 |
SAN JOSE PUBLIC LIBRARY FOUNDATION PURPOSE: CHARITY PURPOSE | $515 |
FINE ART MUSEUM PURPOSE: CHARITY PURPOSE | $2,500 |
WIKIMEDIA FOUNDATION PURPOSE: CHARITY PURPOSE | $512 |