Nonprofit · EIN 20-8096718
UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION
Tax-exempt · GETTYSBURG, PA 17325
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,309,794 | $4,892,690 | $10,417,104 | $82,253,068 | $53,814 | $82,199,254 |
| June 30, 2024 | 990 | $4,000,534 | $4,479,589 | -$479,055 | $78,361,642 | $0 | $78,361,642 |
| June 30, 2023 | 990 | $2,830,584 | $4,587,363 | -$1,756,779 | $74,932,935 | $0 | $74,932,935 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,271,158
- Program service revenue
- $0
- Investment income
- $14,028,758
- Net gain from sales of assets
- $12,793,738
- Other revenue
- $9,878
Expenses
- Grants and similar amounts paid
- $4,688,709
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,892,690
Balance sheet and other
- Total assets, start of year
- $78,361,642
- Total assets, end of year
- $82,253,068
- Total liabilities, end of year
- $53,814
- Net assets, end of year
- $82,199,254
- Publicly traded securities
- $51,850,091
- Net assets without donor restrictions
- $4,602,685
- Net assets with donor restrictions
- $77,596,569
- Gross unrelated business income
- -$84,200
- Gross receipts
- $37,347,978
- Employees
- 0
- Volunteers
- 14
- Year formed
- 2006
- State of legal domicile
- PA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THE REV DR ROBERT G ERWIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $243,416 | $46,064 |
| BRANDEE CARRIGAN | CFO Officer | 1 | $0 | $113,077 | $48,309 |
| CONOR BROOKS | VICE PRESIDENT Officer | 1 | $0 | $108,204 | $20,004 |
| LISA DUBAY | SECRETARY Officer | 1 | $0 | $84,557 | $22,849 |
| EMRIED D COLE | TRUSTEE Trustee or director, Officer | 1 | $0 | $1,200 | $0 |
| DAVID A RUSSELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRED RISSER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRUCE D GEORGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN A ALBRECHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE D HOBBS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THE REV ROLAND C HOBBS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH WAGNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THE REV DR ROBERT G ERWIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $240,260 | $38,580 |
| CONOR BROOKS | VICE PRESIDENT Officer | 1 | $0 | $106,853 | $17,484 |
| BUFF CARLSON | TREASURER (UNTIL 09/2023) Officer | 1 | $0 | $98,821 | $8,671 |
| LISA DUBAY | SECRETARY Officer | 1 | $0 | $83,180 | $19,609 |
| EMRIED D COLE | TRUSTEE Trustee or director, Officer | 1 | $0 | $1,800 | $0 |
| DAVID A RUSSELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRED RISSER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRUCE D GEORGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN A ALBRECHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE D HOBBS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| R BRANDON JAMES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THE REV ROLAND C HOBBS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THE REV DR ROBERT G ERWIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $231,119 | $58,893 |
| BUFF CARLSON | TREASURER Officer | 1 | $0 | $110,804 | $26,845 |
| CONOR BROOKS | VICE PRESIDENT Officer | 1 | $0 | $101,712 | $18,880 |
| LISA DUBAY | SECRETARY Officer | 1 | $0 | $78,532 | $20,337 |
| EMRIED D COLE | TRUSTEE Trustee or director, Officer | 1 | $0 | $10,150 | $0 |
| DAVID A RUSSELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRED RISSER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRANK LEBER | TRUSTEE (UNTIL 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE D GEORGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HAROLD L BRAKE | TRUSTEE (UNTIL 9/22) Trustee or director | 1 | $0 | $0 | $0 |
| KAREN A ALBRECHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE D HOBBS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| R BRANDON JAMES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THE REV DR VICTOR A MYERS | TRUSTEE (UNTIL 11/22) Trustee or director | 1 | $0 | $0 | $0 |
| THE REV ROLAND C HOBBS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YVONNE LEMBO | TRUSTEE (UNTIL 01/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 61 SEMINARY RDG, GETTYSBURG, PA 17325-1742
- In care of
- % DR MICHAEL COOPER WHITE
- Principal officer (990 for 2024)
- BRANDEE CARRIGAN, 61 SEMINARY RIDGE, GETTYSBURG, PA 17325
- Signed the 990
- BRANDEE CARRIGAN, TREASURER
- Phone
- (717) 338-3022
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO INVEST THE FUNDS RAISED BY THE UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION AS AN ENDOWMENT FUND FOR THE UNITED LUTHERAN SEMINARY, AND TO HOLD TITLE TO, GROW, AND MANAGE PROPERTY THAT IS DONATED TO THE ENDOWMENT FUND OF THE UNITED LUTHERAN SEMINARY.
Program accomplishments
- THE ORGANIZATION HOLDS TITLE TO, INVESTS, MANAGES, AND GROWS FUNDS THAT ARE DONATED TO THE ENDOWMENT FUND OF THE UNITED LUTHERAN SEMINARY.Expenses $4,892,690 · grants $4,688,709
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8096718
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B114)
- Assets (IRS master file)
- $82,253,068
- Income (IRS master file)
- $37,347,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,309,794 | $4,892,690 | $82,253,068 | IRS |
| 990 | June 2024 | $4,000,534 | $4,479,589 | $78,361,642 | XML |
| 990 | June 2023 | $2,830,584 | $4,587,363 | $74,932,935 | XML |
| 990 | June 2022 | $3,679,145 | $3,484,531 | $72,860,584 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 20-8096718).
Questions about UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION
- What is the EIN of UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION is 20-8096718.
- Is UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 names BRANDEE CARRIGAN.
- Who are the officers and directors of UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNITED LUTHERAN SEMINARY ENDOWMENT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,309,794, expenses of $4,892,690 and total assets of $82,253,068 at year end.
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