Lutheran Social Services Foundation of Upstate New York Inc logo

Lutheran Social Services Foundation of Upstate New York Inc

Public charity · Grantmaker Jamestown, NY EIN: 31-1598005 Website

To support the charitable purposes of lutheran social services group, inc. And its affiliated corporations, all of which are 501(c)(3) organizations.

Key facts about Lutheran Social Services Foundation of Upstate New York Inc

In short: Lutheran Social Services Foundation of Upstate New York Inc gave $1.7M across 4 grants in 2025 (avg $431K), mostly in New York. Source: 2025 IRS Form 990.

EIN
31-1598005
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$1,722,361
Grants made (2025)
4
Average grant
$430,590
Median grant
$142,523
Total assets
$22,108,665
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$22.1M

+8.6% YoY

Annual Giving

$1.7M

+1.0% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$431K

+26.2% YoY

How Lutheran Social Services Foundation of Upstate New York Inc gives

  • Giving held roughly steady from 2022 to 2025 (+18%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Lutheran Social Services Foundation of Upstate New York Inc

Based on IRS filings

Lutheran Social Services Foundation of Upstate New York Inc is a public charity, based in Jamestown, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $22.1M in total assets. In 2025, it awarded 4 grants totaling $1.7M. Net investment income was $1.7M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

Jamestown

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M5 grants2019 4 grants2020 4 grants2021 2 grants2022 4 grants2023 5 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $571K (2021) to $3.0M (2023). In 2025 it made 4 grants totaling $1.7M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Lutheran Housing Realty Inc: $1.4MLutheran Housing Realty Inc$1.4MLutheran Housing Administrative Services Group Inc: $233KLutheran HousingAdministrative Services Group…$233KGustavus Adolphus Child and Family Services Inc: $52KGustavus Adolphus Child andFamily Services Inc$52KLutheran Social Services of Upstate New York Inc: $27KLutheran Social Services ofUpstate New York Inc$27K

The largest 2025 recipient was Lutheran Housing Realty Inc ($1.4M). Together the top 4 received $1.7M.

Grant Size Distribution

19 grants across all recorded years

5<$50K2$50–100K3$100–250K4$250–500K1$500K–1M4$1–5M$5M+

The most common grant size was under $50K: 5 grants of 19 (26%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lutheran Housing Realty Inc Jamestown, NYOper/Capital$1,410,740
Lutheran Housing Administrative Services Group Inc Jamestown, NYOper/Capital$232,739
Gustavus Adolphus Child and Family Services Inc Jamestown, NYOPER$52,307
Lutheran Social Services of Upstate New York Inc Jamestown, NYOper/Capital$26,575

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$22,108,665$20,361,505$19,180,174
Revenue$2,287,917$2,429,179$1,555,952
Expenses$1,774,727$1,812,464$3,096,905
Net Investment Income$1,731,471$1,606,193$663,333

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS July 24, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS October 21, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS October 12, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS October 23, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS May 17, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS June 9, 2025)
  7. Added Form 990 for fiscal year 2025 (received by the IRS August 24, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Lutheran Social Services Foundation of Upstate New York Inc is led by Jason Beckwith, CEO since 2025 (on filings since 2019); none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jason Beckwith

    CEO

    CFO → CEO, 2025

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Thomas E. Holt

    Former President & CEO

    President & CEO → Former President & CEO, 2025

    On filings since 2019

    No compensation reported

  • Harold Brunacini

    Chair

    Director → Chair, 2022

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Cynthia Lind Hanson

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • John Griffith

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Matthew Moore

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Terry Havens-Turner

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

Former officers (2)
  • Former: Joel Gaden (2019–2024) — Director
  • Former: Jon Castle (2019–2021) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lutheran Social Services Foundation of Upstate New York Inc

How much does Lutheran Social Services Foundation of Upstate New York Inc give each year?

Lutheran Social Services Foundation of Upstate New York Inc gave $1.7M across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.7M across 5 grants.

What is Lutheran Social Services Foundation of Upstate New York Inc's typical grant size?

Lutheran Social Services Foundation of Upstate New York Inc's median grant in 2025 was $142,523, and its average grant was $430,590, across 4 grants on its 2025 IRS Form 990.

Where does Lutheran Social Services Foundation of Upstate New York Inc give grants?

Lutheran Social Services Foundation of Upstate New York Inc gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Jamestown, NY (4 grants).

Does Lutheran Social Services Foundation of Upstate New York Inc give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Lutheran Social Services Foundation of Upstate New York Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Oper/Capital" (3 grants).

How large is Lutheran Social Services Foundation of Upstate New York Inc?

Lutheran Social Services Foundation of Upstate New York Inc reported $22.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.3M.

What is Lutheran Social Services Foundation of Upstate New York Inc's EIN?

Lutheran Social Services Foundation of Upstate New York Inc's EIN (Employer Identification Number) is 31-1598005. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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