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Nonprofit · EIN 31-1598005

LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC

Tax-exempt · JAMESTOWN, NY 14701

Financials

$1.6M$3.1M2023$2.4M$1.8M2024$2.3M$1.8M2025
Revenue Expenses · by fiscal year end
Financials of LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,287,917$1,774,727$513,190$22,108,665$1,713$22,106,952
December 31, 2024990$2,429,179$1,812,464$616,715$20,361,505$261$20,361,244
December 31, 2023990$1,555,952$3,096,905-$1,540,953$19,180,174$4,678$19,175,496
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$556,446
Program service revenue
$0
Investment income
$1,731,471
Net gain from sales of assets
$1,275,816
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,722,361
Other salaries and wages
$30,496
Salaries, compensation and benefits (total)
$33,735
Professional fundraising fees
$0
Accounting fees
$10,180
Program services (functional)
$1,730,292
Management and general (functional)
$44,175
Fundraising (functional)
$260

Balance sheet and other

Total assets, start of year
$20,361,505
Total assets, end of year
$22,108,665
Total liabilities, end of year
$1,713
Net assets, end of year
$22,106,952
Publicly traded securities
$19,898,931
Net assets without donor restrictions
$12,960,475
Net assets with donor restrictions
$9,146,477
Gross receipts
$3,252,853
Employees
0
Volunteers
0
Year formed
1996
State of legal domicile
NY

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
THOMAS E HOLTFORMER PRESIDENT/CEO
Former
0$0$312,404$599
JASON BECKWITHCEO
Officer
2$0$266,163$46,664
HAROLD BRUNACINICHAIR
Trustee or director, Officer
0.5$0$0$0
JOHN GRIFFITHDIRECTOR
Trustee or director
0.5$0$0$0
CYNTHIA LIND HANSONDIRECTOR
Trustee or director
0.5$0$0$0
MATTHEW MOOREDIRECTOR
Trustee or director
0.5$0$0$0
TERRY HAVENS-TURNERDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
THOMAS E HOLTPRESIDENT/CEO
Officer
4$0$397,866$69,008
JASON BECKWITHCFO
Officer
2$0$307,055$14,032
HAROLD BRUNACINICHAIR
Trustee or director, Officer
0.5$0$0$0
JOHN GRIFFITHDIRECTOR
Trustee or director
0.5$0$0$0
CYNTHIA LIND HANSONDIRECTOR
Trustee or director
0.5$0$0$0
MATTHEW MOOREDIRECTOR
Trustee or director
0.5$0$0$0
TERRY HAVENS-TURNERDIRECTOR
Trustee or director
0.5$0$0$0
JOEL GADENDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
THOMAS E HOLTPRESIDENT/CEO
Officer
4$0$401,188$47,430
JASON BECKWITHCFO
Officer
2$0$267,215$12,102
HAROLD BRUNACINICHAIR
Trustee or director, Officer
0.5$0$0$0
JOHN GRIFFITHDIRECTOR
Trustee or director
0.5$0$0$0
CYNTHIA LIND HANSONDIRECTOR
Trustee or director
0.5$0$0$0
MATTHEW MOOREDIRECTOR
Trustee or director
0.5$0$0$0
TERRY HAVENS-TURNERDIRECTOR
Trustee or director
0.5$0$0$0
JOEL GADENDIRECTOR
Trustee or director, Officer
0.5$0$0$0

Address and contacts

Address (IRS master file)
715 FALCONER ST, JAMESTOWN, NY 14701-1935
In care of
% FREDERICK HEFT PRES
Principal officer (990 for 2025)
JASON BECKWITH, 715 FALCONER STREET, JAMESTOWN, NY 14701
Signed the 990
JASON BECKWITH, CEO
Phone
(716) 665-4905
Return prepared by
BONADIO & CO LLP

Mission

TO SUPPORT THE CHARITABLE PURPOSES OF LUTHERAN SOCIAL SERVICES GROUP, INC. AND ITS AFFILIATED CORPORATIONS, ALL OF WHICH ARE 501(C)(3) ORGANIZATIONS.

990 for the year ended December 31, 2025

Program accomplishments

  • GRANTS USED FOR SUPPORT, RENOVATION, AND EXPANSION OF LUTHERAN SOCIAL SERVICES GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, AS FURTHER DISCLOSED ON SCHEDULE I.
    Expenses $1,730,292 · grants $1,722,361

What it must file and when

IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1598005
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1988
Accounting year ends
December
Files
Not required (church)
Assets (IRS master file)
$22,108,665
Income (IRS master file)
$3,252,853

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,287,917$1,774,727$22,108,665XML
990December 2024$2,429,179$1,812,464$20,361,505XML
990December 2023$1,555,952$3,096,905$19,180,174XML
990December 2022$1,910,683$1,559,445$18,798,032IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 31-1598005).

Questions about LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC

What is the EIN of LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC?
The employer identification number (EIN) of LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC is 31-1598005.
Is LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Which annual return does LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC file?
Form Not required (church). Churches are not required to file.
When is the next return of LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC 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 LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC?
The 990 for the year ended December 31, 2025 names JASON BECKWITH.
Who are the officers and directors of LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC?
The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,287,917, expenses of $1,774,727 and total assets of $22,108,665 at year end.

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