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Nonprofit · EIN 34-1789663

LUTHERAN ENDOWNMENT & AID FUND INC

Tax-exempt · PAINESVILLE, OH 44077

Financials

−$1K$72K2023$136K$174K2024
Revenue Expenses · by fiscal year end
Financials of LUTHERAN ENDOWNMENT & AID FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$136,426$174,154-$37,728$2,037,531$0$2,037,531
June 30, 2024990-$1,332$71,945-$73,277$2,064,894$0$2,064,894
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$13,192
Program service revenue
$0
Investment income
$123,234
Net gain from sales of assets
-$3,462
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$174,154

Balance sheet and other

Total assets, start of year
$2,064,894
Total assets, end of year
$2,037,531
Total liabilities, end of year
$0
Net assets, end of year
$2,037,531
Publicly traded securities
$1,996,567
Net assets without donor restrictions
$132,594
Net assets with donor restrictions
$1,904,937
Gross receipts
$446,315
Employees
0
Year formed
1993
State of legal domicile
OH

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.

NameTitleHours / weekCompensation
BRIAN BROCKWAYTRUSTEE
Trustee or director
–$0
TOM NEUMANTRUSTEE
Trustee or director
–$0
TERRY WAKELEEPRESIDENT
Trustee or director, Officer
–$0
RUSSELL WALTONTREASURER
Trustee or director, Officer
–$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
BRIAN BROCKWAYTRUSTEE
Trustee or director
0$0
TOM NEUMANTRUSTEE
Trustee or director
0$0
TERRY WAKELEEPRESIDENT
Trustee or director, Officer
0$0
RUSSELL WALTONTREASURER
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
508 MENTOR AVE, PAINESVILLE, OH 44077-2628
Principal officer (990 for 2024)
TERRY WAKELEE
Signed the 990
RUSSELL WALTON, TREASURER
Phone
(440) 951-2997
Return prepared by
H & J CERTIFIED PUBLIC ACCOUNTANTS INC

Mission

SEE STATEMENT - SCHEDULE 0

990 for the year ended June 30, 2025

Program accomplishments

  • SEE STATEMENT - SCHEDULE O
  • Expenses $174,154

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-1789663
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
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$2,037,531
Income (IRS master file)
$446,315

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$136,426$174,154$2,037,531XML
990June 2024-$1,332$71,945$2,064,894XML
990June 2023$79,605$220,016$2,124,768IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 34-1789663).

Questions about LUTHERAN ENDOWNMENT & AID FUND INC

What is the EIN of LUTHERAN ENDOWNMENT & AID FUND INC?
The employer identification number (EIN) of LUTHERAN ENDOWNMENT & AID FUND INC is 34-1789663.
Is LUTHERAN ENDOWNMENT & AID FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to LUTHERAN ENDOWNMENT & AID FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LUTHERAN ENDOWNMENT & AID FUND INC 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 LUTHERAN ENDOWNMENT & AID FUND INC 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 LUTHERAN ENDOWNMENT & AID FUND INC 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 LUTHERAN ENDOWNMENT & AID FUND INC?
The 990 for the year ended June 30, 2025 names TERRY WAKELEE.
Who are the officers and directors of LUTHERAN ENDOWNMENT & AID FUND INC?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LUTHERAN ENDOWNMENT & AID FUND INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $136,426, expenses of $174,154 and total assets of $2,037,531 at year end.

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