Nonprofit · EIN 20-8203226
LUMOS FOUNDATION
Tax-exempt · NASHVILLE, TN 37215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $552,667 | $327,724 | $224,943 | $5,437,933 | $46,805 | $5,391,128 |
| December 31, 2024 | 990-PF | $326,979 | $288,232 | $38,747 | $5,039,469 | $40,279 | $4,999,190 |
| December 31, 2023 | 990-PF | $227,019 | $281,350 | -$54,331 | $4,353,933 | $155,009 | $4,198,924 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $49,851
- Interest
- $316
- Net gain from sales of assets
- $502,500
Expenses
- Grants and similar amounts paid
- $104,949
- Compensation of officers, directors and key employees
- $145,274
- Disbursements for charitable purposes
- $237,692
- Excise tax on investment income
- $6,560
Balance sheet and other
- Total assets, start of year
- $5,039,469
- Total assets, end of year
- $5,437,933
- Total liabilities, end of year
- $46,805
- Net assets, end of year
- $5,391,128
- Fair market value of assets
- $5,437,933
- Qualifying distributions
- $237,692
- Net investment income
- $552,667
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CYNTHIA LEU 3502 SCARDSALE RD, NASHVILLE, TN 37215 | PRESIDENT | 40 | $145,274 | $7,979 |
| AMY STRAUSS JOSEFEK 2 CHUCKWAGON ROAD, ROLLING HILLS, CA 90274 | DIRECTOR | 0.25 | $0 | $0 |
| DEBBIE BANKS SKELLENGER 88 BEACHDALE DRIVE, AVON LAKE, OH 44012 | DIRECTOR | 0.25 | $0 | $0 |
| MARGARET OLIVIA LEU 3502 SCARDSALE RD, NASHVILLE, TN 37215 | DIRECTOR | 0.25 | $0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA LEU 3502 SCARDSALE RD, NASHVILLE, TN 37215 | PRESIDENT | 40 | $0 |
| AMY STRAUSS JOSEFEK 2 CHUCKWAGON ROAD, ROLLING HILLS, CA 90274 | DIRECTOR | 0.25 | $0 |
| DEBBIE BANKS SKELLENGER 88 BEACHDALE DRIVE, AVON LAKE, OH 44012 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CYNTHIA LEU 3502 SCARDSALE RD, NASHVILLE, TN 37215 | PRESIDENT | 40 | $116,503 | $21,441 |
| AMY STRAUSS JOSEFEK 2 CHUCKWAGON ROAD, ROLLING HILLS, CA 90274 | DIRECTOR | 0.25 | $0 | $0 |
| DEBBIE BANKS SKELLENGER 88 BEACHDALE DRIVE, AVON LAKE, OH 44012 | DIRECTOR | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3502 SCARSDALE RD, NASHVILLE, TN 37215-1814
- Signed the 990-PF
- CYNTHIA LEU, PRESIDENT
- Phone
- (615) 783-0101
- Return prepared by
- FMC CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8203226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T990)
- Assets (IRS master file)
- $5,437,933
- Income (IRS master file)
- $2,179,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $552,667 | $327,724 | $5,437,933 | IRS |
| 990-PF | December 2024 | $326,979 | $288,232 | $5,039,469 | XML |
| 990-PF | December 2023 | $227,019 | $281,350 | $4,353,933 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8203226).
Questions about LUMOS FOUNDATION
- What is the EIN of LUMOS FOUNDATION?
- The employer identification number (EIN) of LUMOS FOUNDATION is 20-8203226.
- Is LUMOS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LUMOS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUMOS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUMOS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUMOS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LUMOS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $145,274 (CYNTHIA LEU, PRESIDENT).
- How much revenue does LUMOS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $552,667, expenses of $327,724 and total assets of $5,437,933 at year end.
Other nonprofits in NASHVILLE
- THE COMMUNITY FDN OF MIDDLE TN INC EIN 62-1471789 · last filed 990 for 2024
- THE FRIST FOUNDATION EIN 62-1134070 · last filed 990-PF for 2024
- UNITED WAY OF MIDDLE TENNESSEE INC EIN 62-0533104 · last filed 990 for 2025
- SCARLETT FAMILY FOUNDATION EIN 20-1980932 · last filed 990-PF for 2025
- DETTWILLER FOUNDATION EIN 47-4954786 · last filed 990-PF for 2024
- LIVING LEGACY FOUNDATION EIN 82-3829140 · last filed 990-PF for 2024
- DUGAS FAMILY FOUNDATION II INC EIN 46-1031688 · last filed 990-PF for 2024
- DUGAS FAMILY FOUNDATION INC EIN 26-3847853 · last filed 990-PF for 2024
All nonprofits in NASHVILLE · Tennessee · Philanthropy, voluntarism and grantmaking foundations