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Form 990-PFTax year 2024EIN 46-3927235

Lumos Charitable Foundation

A private foundation in San Jose, CA. Its return for tax year 2024 lists 9 grants and $27,737 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Sep 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Sherry Mo
6176 Countess Drive
San Jose, CA 95129
(408) 368-6261
Form and materials
A fund requesting letter should be submitted, which includes a description of the organization and the intended purposes of the fund.
Deadlines
None
Restrictions
None

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $27,737

    Grants listed
    9
    Assets, end of year
    $785,758

  • Tax year 2023

    $33,363

    Grants listed
    10
    Assets, end of year
    $743,038

  • Tax year 2022

    $27,984

    Grants listed
    15
    Assets, end of year
    $671,008

  • Tax year 2021

    $32,130

    Grants listed
    17
    Assets, end of year
    $668,814

  • Tax year 2020

    $36,342

    Grants listed
    14
    Assets, end of year
    $732,949

  • Tax year 2019

    $16,906

    Grants listed
    11
    Assets, end of year
    $585,406

  • Tax year 2018

    $33,281

    Grants listed
    13
    Assets, end of year
    $694,950

  • Tax year 2017

    $26,039

    Grants listed
    12
    Assets, end of year
    $588,814

Grants paid in 2024

9 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Harvard College FundCambridge, MA

    Charitable contribution

    $10,000
  2. University of HoustonHouston, TX

    Charity purpose

    $5,000
  3. Individual

    Charity purpose

    $5,000
  4. Harker SchoolSan Jose, CA

    Charitable contribution

    $2,500
  5. Concord ReviewSudbury, MA

    Charitable contribution

    $2,500
  6. San Jose Public Library FoundationSan Jose, CA

    Charity purpose

    $1,000
  7. National History DayCollege Park, MD

    Charitable contribution

    $1,000
  8. Internet ArchiveSan Francisco, CA

    Charity purpose

    $512
  9. The Tech Museum of InnovationSan Jose, CA

    Charity purpose

    $225

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education3 grants $4,50086% of the total
  2. Human services1 grant $51210% of the total
  3. Arts and culture1 grant $2254% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts2 grants $12,500
  2. Texas1 grant $5,000
  3. California4 grants $4,237
  4. Maryland1 grant $1,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Thomas LuCEO Hours 5Pay $0
  • Sherry MoCFO & Secretary Hours 5Pay $0

The return

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