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LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC

JAMESTOWN, NY · EIN 311598005 · Form 990 · FY2024 · NTEE T30Z · Philanthropy & Grantmaking · Medium ($1M-$10M) · lutheran-jamestown.org
revenue
$2.4M
expenses
$1.8M
net assets
$20.4M
employees
0
program ratio
95%
mission · from form 990

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

profile · synthesized from sources

Lutheran Social Services Foundation of Upstate New York supports the charitable work of Lutheran Social Services Group, Inc. and its affiliates, all 501(c)(3) organizations. The foundation operates as a philanthropic entity that funds programs in senior care and services for at-risk youth across Chautauqua County, NY. It sustains its mission through donor contributions, endowments, and participation in corporate giving programs.

named programs · 5 · from sources

What they call their work

Edgewood Communities
Independent living communities for adults 55 and over, offering tech-equipped apartments, social activities, fitness centers, and communal amenities on a campus setting
Foster Grandparents Program
AmeriCorps Seniors program engaging volunteers over 55 to mentor and support children with exceptional needs in classrooms across Chautauqua County
G.A. Family Services
Provides foster care, adoption services, supervised visitation, teen accountability programs, and care management for at-risk youth and families in eight Western New York counties
Hultquist Place Assisted Living
Assisted living program providing personal care, housing, meals, and medical support for seniors in Jamestown, NY, with 24/7 staffing and Medicaid acceptance
RSVP (Retired and Senior Volunteer Program)
Senior volunteer network connecting adults 55+ with local service opportunities in food pantries, shelters, nature centers, and community organizations
activities · 9 groups

What they do

  • Home Care Services for Elderly and Disabled 1 activity
    • Delivering comprehensive personal care and wellness services
      Offers personal care services including dressing, bathing, toileting, foot care, transfers, laundry, and medication management, supported by housekeeping and dietitian staff, along with fitness centers, walking clubs, and wellness programming to promote resident health.
  • Senior Social & Enrichment Programming 1 activity
    • Facilitating resident engagement and social programming
      Provides daily programs such as arts and music, cultural and educational classes, community outings, gardening, fitness, spiritual services, games, movies, and social groups, using shared spaces like the Juliet J. Rosch Activities Center and Edgewood Commons to support resident engagement.
  • General Support for Catholic and Faith-Based Organizations 1 activity
    • Funding programs for Lutheran Social Services affiliates
      Funds the charitable purposes of Lutheran Social Services Group, Inc. and its affiliated 501(c)(3) corporations, contributing approximately $500,000 annually to support resident programs and services.
  • Member-Focused Fitness and Wellness Facilities 1 activity
    • Operating amenity-rich community facilities for residents
      Maintains a 9,300-square-foot community facility with recreational, social, and wellness amenities including a fitness center, movie theater, café, and private event spaces accessible to residents.
  • Child Welfare and Protection Services 1 activity
    • Operating foster care and child welfare services across Western New York
      Provides foster care, adoption services, post-adoption case management, supervised visitation, care management for children with complex health needs, and accountability programming for at-risk teens across eight counties in Western New York, supporting over 175 children annually through community-based and residential programs.
  • Low-Income Senior Housing Operations 1 activity
    • Operating independent living communities for adults aged 55+
      Operates independent living communities including Edgewood and the Hugo A. Lindgren Apartments on a Lutheran campus in southern Chautauqua County, providing housing and supportive services for adults aged 55 and over.
  • Continuing Care Retirement Communities 1 activity
    • Providing assisted living services with 24/7 health support
      Provides assisted living services at Hultquist Place and similar facilities, offering 24/7 access to home health aides and licensed nursing staff for medication assistance, personal care, and emergency response through nurse call systems in private units equipped with safety features.
  • Hospice and Palliative Care Services 1 activity
    • Providing end-of-life and hospice care partnerships
      Partners with Hospice of Chautauqua County to provide compassionate end-of-life care for residents and their families, integrating hospice services into residential care settings.
  • Free Public Access Nature Sites 1 activity
    • Supporting connection to nature and seasonal environments
      Provides residents access to a park-like campus that fosters connection to seasonal changes and the natural environment as part of the living experience.
financials · form 990 · fy2024
revenue
Total revenue$2.43M
Contributions & grants$823K34%
Program service revenue$00%
Investment income$1.61M66%
Other revenue$0
expenses
Total expenses$1.81M
Program expenses95%
Admin / overhead5%
Fundraising0%
Salaries & benefits$78K
Grants paid out$1.71M
Largest expense lineCompensation
balance sheet
Total assets$20.36M
Cash$58K
Investments$18.28M
Liabilities$261
Net assets$20.36M
Liquid reserves121.4 mo
5 years on record · 2020–2024 · YoY revenue +56.1%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 2
NameTitleHours/wkCompensation
THOMAS E HOLT PRESIDENT/CEO 4 $467K
JASON BECKWITH CFO 2 $321K
board members · 6
  • CYNTHIA LIND HANSON — DIRECTOR
  • HAROLD BRUNACINI — CHAIR
  • JOEL GADEN — DIRECTOR
  • JOHN GRIFFITH — DIRECTOR
  • MATTHEW MOORE — DIRECTOR
  • TERRY HAVENS-TURNER — DIRECTOR
relationships · 13

Who they work with

  • AmeriCorps Seniors Partner — Sponsors two AmeriCorps Seniors programs: RSVP and Foster Grandparents, engaging older adults in community service.
  • Andrew Brostrom Estate Partner — Provided a bequest used to construct the Andrew Brostrom Hall Apartments for active seniors.
  • Audubon Community Nature Center Partner — Supported by Lutheran Jamestown's RSVP volunteer network.
  • Chautauqua County Humane Society Partner — Supported by Lutheran Jamestown's RSVP volunteer network.
  • Chautauqua Striders Partner — Supported by Lutheran Jamestown's RSVP volunteer network.
  • Edgewood Commons Partner — Provides shared access to events and activities for Hultquist Place residents.
  • G.A. Family Services Partner — Collaborates with G.A. Family Services on programs and campaigns, including the annual Heal a Heart for the Holidays initiative.
  • G.A. Family Services Partner — Community-based arm providing foster care, adoption, and family support services in Western New York.
  • Hospice of Chautauqua County Partner — Collaborates to provide additional compassionate end-of-life care for residents and families.
  • LUTHERAN SOCIAL SERVICES GROUP, INC. Partner — Primary affiliated organization whose charitable purposes are supported by the foundation.
  • Lutheran Foundation Funder — Receives donations to support resident assistance and family fostering and adoption care services.
  • Salvation Army Food Pantry Partner — Supported by Lutheran Jamestown's RSVP volunteer network.
  • St. Susan’s Soup Kitchen Partner — Supported by Lutheran Jamestown's RSVP volunteer network.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Donor-Intent-Driven Planned Giving
    methodology: donor-intent-focused planned giving
    By centering donor intent rather than financial incentives in planned giving, we strengthen philanthropic alignment and stewardship because honoring donor values increases trust and long-term giving sustainability.
  • Intergenerational Engagement for Mutual Flourishing
    methodology: intergenerational_mentoring
    By connecting older adult volunteers with children and community organizations, we advance youth development and healthy aging because intergenerational relationships produce reciprocal benefits in purpose, engagement, and social impact.
  • Networked Grantmaking for Shared Mission Advancement
    methodology: affiliated-grantmaking
    By funding affiliated 501(c)(3) organizations within the Lutheran Social Services network, we scale impact efficiently because shared values and infrastructure enable coordinated delivery of charitable services.
  • Person-Centered Holistic Wellness Model
    methodology: holistic-wellness
    By integrating personalized activities, social engagement, and connection to nature within a faith-based, supportive environment, we promote resident flourishing and well-being because holistic health addresses physical, mental, social, and spiritual needs simultaneously.