2026-08-24T09:25:42-05:00 2025-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2025-01-01 311598005 LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC LUTH 7166654905 715 FALCONER STREET JAMESTOWN NY 14701 JASON BECKWITH CEO 7166654905 2026-08-03 1 JUSTIN N REID P01321869 7162506600 2025 2025-03-06 01:10:19Z JASON BECKWITH 715 FALCONER STREET JAMESTOWN NY 14701 3252853 0 X WWW.LUTHERAN-JAMESTOWN.ORG X 1996 NY TO SUPPORT THE CHARITABLE PURPOSES OF LUTHERAN SOCIAL SERVICES GROUP, INC. AND ITS AFFILIATED CORPORATIONS, ALL OF WHICH ARE 501(C)(3) ORGANIZATIONS. 5 5 0 0 0 0 822986 556446 0 0 1606193 1731471 0 0 2429179 2287917 1706000 1722361 0 0 77891 33735 0 0 260 28573 18631 1812464 1774727 616715 513190 20361505 22108665 261 1713 20361244 22106952 TO SUPPORT THE CHARITABLE PURPOSES OF LUTHERAN SOCIAL SERVICES GROUP, INC. AND ITS AFFILIATED CORPORATIONS, ALL OF WHICH ARE 501(C)(3) ORGANIZATIONS. 0 0 1730292 1722361 GRANTS USED FOR SUPPORT, RENOVATION, AND EXPANSION OF LUTHERAN SOCIAL SERVICES GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, AS FURTHER DISCLOSED ON SCHEDULE I. 1730292 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JASON BECKWITH 7166654905 715 FALCONER STREET JAMESTOWN NY 14701 HAROLD BRUNACINI CHAIR 0.50 X X 0 0 0 JOHN GRIFFITH DIRECTOR 0.50 X 0 0 0 CYNTHIA LIND HANSON DIRECTOR 0.50 X 0 0 0 MATTHEW MOORE DIRECTOR 0.50 X 0 0 0 TERRY HAVENS-TURNER DIRECTOR 0.50 0.50 X 0 0 0 JASON BECKWITH CEO 2.00 43.00 X 0 266163 46664 THOMAS E HOLT FORMER PRESIDENT/CEO 0.00 0.00 X 0 312404 599 0 578567 47263 0 1 1 0 0 556446 556446 455655 455655 2240752 964936 1275816 1275816 1275816 2287917 0 0 1731471 1722361 1722361 30496 30496 1413 1413 63 63 1763 1763 10180 10180 1815 1295 260 260 EQUIPMENT RENTAL & MAIN 4213 4213 CHARITABLE CONTRIBUTION 2050 2050 MISCELLANEOUS EXPENSE 373 373 1774727 1730292 44175 260 58032 197121 150000 1000 9 18281001 19898931 1872472 2011604 20361505 22108665 231 1619 30 94 261 1713 X 11842685 12960475 8518559 9146477 20361244 22106952 20361505 22108665 X 513190 1093386 139132 X X 0 1 X 1 0 X X 4 LUTHERAN SOCIAL SERVICES OF UPSTATE NEW YORK INC 160765309 10 1 26575 0 LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC 161548942 10 1 232739 0 LUTHERAN HOUSING REALTY INC 201991970 10 1 1410740 0 GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES INC 311610580 10 1 52307 0 4 1722361 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART VI, SECTION E, LINE 2A: THE ORGANIZATION IS ORGANIZED AND OPERATED FOR THE PURPOSE OF PROMOTING PHILANTHROPIC SUPPORT FOR THE SUPPORTED ORGANIZATIONS, ALL OF WHICH ARE 501(C)(3) ORGANIZATIONS. THE ORGANIZATION PROVIDES GRANTS TO THE SUPPORTED ORGANIZATIONS TO FURTHER THEIR EXEMPT PURPOSES. DURING 2025, ABOUT 97% OF THE ORGANIZATION'S FUNCTIONAL EXPENSES WERE FOR GRANTS TO THE SUPPORTED ORGANIZATIONS. PLEASE SEE SCHEDULE A, PAGE 1 FOR A LIST OF SUPPORTED ORGANIZATIONS. PART VI, SECTION E, LINE 2B: THE ORGANIZATION PROVIDES SUPPORT THROUGH GRANTS TO THE SUPPORTED ORGANIZATIONS. IF THE ORGANIZATION STOPPED PROVIDING GRANTS TO THE SUPPORTED ORGANIZATIONS, THE SUPPORTED ORGANIZATIONS WOULD CONTINUE ON WITH THEIR EXEMPT PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4090600 601651 505000 4187251 3889694 445906 245000 4090600 3900897 543797 555000 3889694 4686528 -785631 3900897 4294453 467075 75000 4686528 0 0 0 BENEFICIAL INTEREST IN PERPETUAL TRUST 2011604 2011604 DUE TO RELATED PARTIES 94 94 3520435 1232518 1232518 2287917 0 2287917 1774727 0 1774727 0 1774727 PART V, LINE 4: TO SUPPORT THE CHARITABLE PURPOSES OF LUTHERAN SOCIAL SERVICES GROUP, INC. AND ITS AFFILIATED CORPORATIONS, IN ACCORDANCE WITH THE UNDERLYING DONOR RESTRICTIONS RELATED TO THE ENDOWMENT CONTRIBUTIONS. 1 LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC 737 FALCONER STREET JAMESTOWN NY 14701 161548942 501(C)(3) 232739 0 OPER/CAPITAL LUTHERAN HOUSING REALTY INC 715 FALCONER STREET JAMESTOWN NY 14701 201991970 501(C)(3) 1410740 0 OPER/CAPITAL LUTHERAN SOCIAL SERVICES OF UPSTATE NEW YORK INC 715 FALCONER STREET JAMESTOWN NY 14701 160765309 501(C)(3) 26575 0 OPER/CAPITAL GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES INC 715 FALCONER STREET JAMESTOWN NY 14701 311610580 501(C)(3) 52307 0 OPER PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH MANAGEMENT AND BOARD OVERSIGHT BY BOTH THE FOUNDATION AND ITS PARENT ORGANIZATION, LUTHERAN SOCIAL SERVICES GROUP, INC. X X X X X X 0 0 0 0 0 0 0 0 0 THOMAS E HOLT FORMER PRESIDENT/CEO 0 11973 0 0 0 300431 0 599 0 0 0 313003 0 0 JASON BECKWITH CEO 0 255000 0 0 0 11163 0 13034 0 33630 0 312827 0 0 PART I, LINE 3 THE ORGANIZATION IS A SUBSIDIARY OF LUTHERAN SOCIAL SERVICES GROUP, INC. (LSS) AND HAS RELIED ON LSS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. A PORTION OF THE CEO'S COMPENSATION (10%) IS ALLOCATED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN DETAIL BY THE CEO & CONTROLLER PRIOR TO FILING. IN ADDITION, A COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW, ONE WEEK PRIOR TO THEIR MEETING WITH THE CEO. ONCE THE FINANCE COMMITTEE HAS APPROVED FORM 990, A COPY IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW, AT LEAST ONE WEEK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED ON AN ONGOING BASIS, AS WELL AS ANNUALLY WITH SIGNED CONFLICT OF INTEREST DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE CEO REPORTS DIRECTLY TO THE BOARD OF DIRECTORS WHO APPOINT 4-5 MEMBERS TO SERVE ON A COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR PERFORMING THE CEO'S ANNUAL EVALUATION, ESTABLISHING GOALS AND SETTING THE CEO'S COMPENSATION INCLUDING FRINGE BENEFITS. THE COMPENSATION COMMITTEE MEETS AT LEAST 2 TIMES PER YEAR AND REPORTS TO THE FULL BOARD AT LEAST ANNUALLY, IN EXECUTIVE SESSION, WITHOUT THE CEO PRESENT. THE CEO IS RESPONSIBLE FOR PERFORMING THE OTHER KEY EMPLOYEE'S ANNUAL EVALUATION, ESTABLISHING GOALS AND SETTING COMPENSATION. FROM TIME TO TIME, THE CEO INFORMS THE COMPENSATION COMMITTEE OF THESE INDIVIDUAL'S SALARY AND FRINGE BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION REPLIES TO REQUESTS ON AN AS REQUESTED BASIS, SUBJECT TO PRIVACY LAWS AND REGULATIONS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST OF PERPETUAL TRUST 139,132. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. LUTHERAN SOCIAL SERVICES GROUP INC 715 FALCONER STREET JAMESTOWN NY 14701 161548940 ADMINISTRATIVE SUPPORT SERVICES NY 501(C)(3) LINE 7 N/A 0 LUTHERAN SOCAL SERVICES OF UPSTATE NEW YORK INC 715 FALCONER STREET JAMESTOWN NY 14701 160765309 SKILLED NURSING NY 501(C)(3) LINE 10 N/A 0 GUSTAVUS ADOLPHUS CHILD & FAMILY SERVICES INC 715 FALCONER STREET JAMESTOWN NY 14701 311610580 FOSTERCARE NY 501(C)(3) LINE 10 N/A 0 LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC 715 FALCONER STREET JAMESTOWN NY 14701 161548942 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 N/A 0 GRACE LUTHERAN RESIDENTIAL SERVICES INC 715 FALCONER STREET JAMESTOWN NY 14701 161554927 DEVELOPMENTAL DISABILITIES NY 501(C)(3) LINE 10 N/A 0 LUTHERAN HOUSING REALTY INC 715 FALCONER STREET JAMESTOWN NY 14701 201991970 ASSISTED LIVING NY 501(C)(3) LINE 10 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 LUTHERAN HOUSING REALTY INC - HULQUIST PLACE B 1410740 ACTUAL COST LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC B 232739 ACTUAL COST LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC D 4305000 BALANCE OUTSTANDING GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES B 52307 ACTUAL COST