Civic Intelligence

Lutheran Legacy Foundation Inc

EIN 20-3142622 • 501(c)3 • Paris, IL

Profile

Lutheran legacy foundation inc (llf) is organized exclusively for charitable, religious, educational, and scientific purposes, including making distributions to organizations that qualify as exempt organizations under sections 501(c)(3) of the internal revenue code, or the corresponding section of any future federal tax code. The purpose of this corporation shall be to distribute funds to qualified charitable organizations consistent with the purposes of the corporation, subject to any limitations or restrictions stated in the instrument under which the donation is contributed to the corporation.

P O Box 31Paris, IL 61944

www.lutheranlegacyfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.57x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

13.64x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2025

Revenue Growth

99th percentile

428%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2025

Assets

Up

$84,835,040

Up $9,074,212 (+12%) from 2024

Liabilities

Up

$48,177,553

Up $5,984,061 (+14%) from 2024

Net Assets

Up

$36,657,487

Up $3,090,151 (+9.2%) from 2024

Revenue

Up

$3,532,890

Up $951,304 (+37%) from 2024

Expenses

Up

$1,822,773

Up $356,097 (+24%) from 2024

Net Income

Up

$1,710,117

Up $595,207 (+53%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $25,320,046Liabilities 2011: $3,027,998Net Assets 2011: $22,292,0482011Assets 2012: $26,393,279Liabilities 2012: $5,692,363Net Assets 2012: $20,700,9162012Assets 2013: $29,588,404Liabilities 2013: $8,222,392Net Assets 2013: $21,366,0122013Assets 2014: $35,078,851Liabilities 2014: $11,891,782Net Assets 2014: $23,187,0692014Assets 2015: $35,407,870Liabilities 2015: $13,788,520Net Assets 2015: $21,619,3502015Assets 2016: $33,785,856Liabilities 2016: $14,072,863Net Assets 2016: $19,712,9932016Assets 2017: $39,739,368Liabilities 2017: $17,380,970Net Assets 2017: $22,358,3982017Assets 2018: $43,309,203Liabilities 2018: $19,547,341Net Assets 2018: $23,761,8622018Assets 2019: $44,310,433Liabilities 2019: $19,875,656Net Assets 2019: $24,434,7772019Assets 2020: $47,751,255Liabilities 2020: $22,428,595Net Assets 2020: $25,322,6602020Assets 2021: $63,650,016Liabilities 2021: $30,772,797Net Assets 2021: $32,877,2192021Assets 2022: $56,372,398Liabilities 2022: $28,879,412Net Assets 2022: $27,492,9862022Assets 2023: $64,156,450Liabilities 2023: $34,186,394Net Assets 2023: $29,970,0562023Assets 2024: $75,760,828Liabilities 2024: $42,193,492Net Assets 2024: $33,567,3362024Assets 2025: $84,835,040Liabilities 2025: $48,177,553Net Assets 2025: $36,657,4872025

Highlighted filing

2025

Assets$84,835,040
Liabilities$48,177,553
Net Assets$36,657,487

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,411,767Expenses 2011: $1,397,315Net Income 2011: $14,4522011Expenses 2012: $1,460,4982012Revenue 2013: $1,491,409Expenses 2013: $1,882,609Net Income 2013: -$391,2002013Revenue 2014: $2,588,245Expenses 2014: $1,662,916Net Income 2014: $925,3292014Revenue 2015: $818,044Expenses 2015: $1,431,399Net Income 2015: -$613,3552015Revenue 2016: $1,975,261Expenses 2016: $1,387,485Net Income 2016: $587,7762016Revenue 2017: $677,047Expenses 2017: $1,220,604Net Income 2017: -$543,5572017Revenue 2018: $1,385,049Expenses 2018: $1,198,322Net Income 2018: $186,7272018Revenue 2019: $1,925,762Expenses 2019: $1,098,380Net Income 2019: $827,3822019Revenue 2020: $2,732,259Expenses 2020: $1,003,058Net Income 2020: $1,729,2012020Revenue 2021: $8,500,030Expenses 2021: $1,370,653Net Income 2021: $7,129,3772021Revenue 2022: $3,118,884Expenses 2022: $1,712,577Net Income 2022: $1,406,3072022Revenue 2023: $126,948Expenses 2023: $1,505,314Net Income 2023: -$1,378,3662023Revenue 2024: $2,581,586Expenses 2024: $1,466,676Net Income 2024: $1,114,9102024Revenue 2025: $3,532,890Expenses 2025: $1,822,773Net Income 2025: $1,710,1172025

Highlighted filing

2025

Revenue$3,532,890
Expenses$1,822,773
Net Income$1,710,117

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.8$48.2$36.7$3.53$1.82$1.71
2024Detailed filing. Detailed filing data is available for this year.$75.8$42.2$33.6$2.58$1.47$1.11
2023Detailed filing. Detailed filing data is available for this year.$64.2$34.2$30.0$0.13$1.51$1.38
2022Detailed filing. Detailed filing data is available for this year.$56.4$28.9$27.5$3.12$1.71$1.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$30.8$32.9$8.50$1.37$7.13
2020Detailed filing. Detailed filing data is available for this year.$47.8$22.4$25.3$2.73$1.00$1.73
2019Detailed filing. Detailed filing data is available for this year.$44.3$19.9$24.4$1.93$1.10$0.83
2018Detailed filing. Detailed filing data is available for this year.$43.3$19.5$23.8$1.39$1.20$0.19
2017Detailed filing. Detailed filing data is available for this year.$39.7$17.4$22.4$0.68$1.22$0.54
2016Detailed filing. Detailed filing data is available for this year.$33.8$14.1$19.7$1.98$1.39$0.59
2015Detailed filing. Detailed filing data is available for this year.$35.4$13.8$21.6$0.82$1.43$0.61
2014Detailed filing. Detailed filing data is available for this year.$35.1$11.9$23.2$2.59$1.66$0.93
2013Summary only. Only limited summary data is available for this year.$29.6$8.22$21.4$1.49$1.88$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$5.69$20.7$1.46
2011Summary only. Only limited summary data is available for this year.$25.3$3.03$22.3$1.41$1.40$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$14,188,013
Mission and Program Overview

Mission

Lutheran legacy foundation inc (llf) is organized to provide financial assistance to churches and religious organizations and to establish and manage endowments and other charitable giving instruments for churches, religious organizations and individuals. Llf will steward permanenty and temporarily restricted funds in accordance with the clients' charitable requests and unrestricted funds will be administered to advance the causes of the lutheran faith.

Lutheran legacy foundation inc (llf) is organized exclusively for charitable, religious, educational, and scientific purposes, including making distributions to organizations that qualify as exempt organizations under sections 501(c)(3) of the internal revenue code, or the corresponding section of any future federal tax code. The purpose of this corporation shall be to distribute funds to qualified charitable organizations consistent with the purposes of the corporation, subject to any limitations or restrictions stated in the instrument under which the donation is contributed to the corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$72,122,674$79,695,038▲ $7,572,364
Savings and Temporary Cash Investments$1,570,119$2,724,586▲ $1,154,467
Land, Buildings, and Equipment, Net$302,380$283,388▼ $18,992
Cash and Non-Interest-Bearing Accounts$339,908$261,121▼ $78,787
Accounts Receivable-$285-
Total Assets$75,760,828$84,835,040▲ $9,074,212
Other Assets Total$1,425,747$1,870,622▲ $444,875
Liabilities
Escrow Account Liability$41,029,954$46,785,279▲ $5,755,325
Other Liabilities$1,127,213$1,325,534▲ $198,321
Accounts Payable and Accrued Expenses$36,325$66,740▲ $30,415
Total Liabilities$42,193,492$48,177,553▲ $5,984,061
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,724,244$31,312,648▲ $588,404
Net Assets Without Donor Restrictions$2,843,092$5,344,839▲ $2,501,747
Total Net Assets Fund Balance$33,567,336$36,657,487▲ $3,090,151
Total Liabilities and Net Assets / Fund Balance$75,760,828$84,835,040▲ $9,074,212

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$256,500$67,768$324,268
Equipment$7,226$38,192$45,418
Land$19,662-$19,662

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$30,724,244$738,376▲ $3,533,469$2,111,376$31,312,648
2023$28,733,798$840,792▲ $2,795,724$111,376$30,724,244
2022$26,400,576$299,938▲ $3,258,478$130,876$28,733,798
2021$32,041,231$872,186▼ $4,887,192$153,376$26,400,576
2020$24,636,120$596,929▲ $7,890,520$153,376$32,041,231
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry L KlugDirector-$81,840$5,885$87,725
Mark BluhmExecutive DiPT$61,469-$61,469
James Jordan-wagnerTreasurerPT$15,000-$15,000
Thomas E PatchettPresidentPT$15,000-$15,000
Christopher EldredgeSecretary-$15,000-$15,000
Ingrid PetrichDirector-$14,500-$14,500
Revenue and Support

Revenue Composition

Contributions and Grants
$748,997
Program Service Revenue
$524,722
Investment Income
$2,229,880
Other Revenue
$29,291
All Other Contributions
$748,997
Change in Net Assets
$1,710,117

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$222,619
Securities Publicly Traded4$222,119
Total Noncash Contributions6$444,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,510,110
Revenue Not Reported on Financial Statements
$22,780
Revenue Not Reported on Form 990
$1,380,034
Total Revenue per Audited Statements
$4,890,144
Total Revenue per Form 990
$3,532,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,046,160
Other Expenses$393,262
Salaries, Compensation, and Employee Benefits$383,351
Total Fundraising Expense$15,567
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,046,160--$1,046,160
Current Officers, Directors, Trustees, and Key Employees$213,318$71,106-$284,424
Fees for Services Other$113,679$29,390-$143,069
Fees for Services Accounting$23,024$69,071-$92,095
Other Salaries and Wages-$61,378$11,000$72,378
Office Expenses$32,114$19,791-$51,905
Fees for Service Investment Mgmnt Fees$22,780--$22,780
Payroll Taxes$11,345$8,477$842$20,664
Travel$14,258$2,475$3,725$20,458
Depreciation Depletion$14,244$4,748-$18,992
Insurance$14,740$3,363-$18,103
Fees for Services Legal$9,461$4,624-$14,085
Occupancy-$6,238-$6,238
Other Employee Benefits$4,414$1,471-$5,885
Other Expenses$2,867$955-$3,822
Information Technology$1,000$715-$1,715
Total Functional Expenses$1,523,404$283,802$15,567$1,822,773

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,822,773
Expenses per Audited Statements$1,799,993
Total Expenses per Audited Statements$1,799,993
Expenses Not Reported on Financial Statements$22,780
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
For the Love of Africa MinistiresEvansville, IN501c3General Support$281,000
Grace Lutheran Child Development CeParis, IL501c3Operations & General$118,510
Crean Luthern High SchoolIrvine, CA501c3Matching Grant$55,817
Siberian Lutheran Mission SocietyFort Wayne, IN501c3Matching Grant & Ope$48,834
New Lutheran High SchoolGreen Bay, WI501c3Matching Grant$45,000
Grace Lutheran ChurchParis, IL501c3Scholarship & Genera$39,400
LesaGreen Park, MO501c3Matching & Support$37,192
Bethlehem Lutheran ChurchSt Louis, MO501c3Ministerial & Genera$35,000
Mt Olive Lutheran ChurchRockford, IL501c3Matching Grant$30,000
Evergreen Lutheran High SchoolTacoma, WA501c3Matching Support$29,282
GOD'S BLESSINGSSt Louis, MO501c3Program Grant$22,000
Living Word Lutheran High SchoolJackson, WI501c3Matching Grant$20,000
Association of Lutheran Secondary SSaratoga Springs, NY501c3Sponsor Alss Confere$16,000
Lutheran Legacy Scholarship FundValparaiso, IN501c3Scholarship$15,500
Lutheran South High SchoolSt Louis, MO501c3General Support$15,000
Camp CilcaCantrall, IL501c3Golf Outing$14,040
Jordan Lutheran ChurchApex, NC501c3Av Equipment$12,785
Central Illinois District LcmsSpringfield, IL501c3General & Pastor Exp$12,737
Chicagoland Lutheran Education FounBensenville, IL501c3Gala Sponsorship$10,000
Christ Lutheran SchoolPeoria, IL501c3Program Support$10,000
King of Kings Lutheran ChurchOmaha, NE501c3Large Church Network$10,000
St James Lutheran Church & SchoolQuincy, IL501c3General Expenses$10,000
St Marcus ChurchMilwalkee, WI501c3Gala Support$10,000
Grace Lutheran General - 007705Paris, IL501c3Matching Support$8,312
Amy Madson Endowment Fund - 19070Milwalkee, WI501c3Matching Support$7,075
Salem Lutheran ChurchBlack Jack, MO501c3Program Support$7,000
Concordia Lutheran High School - inFt Wayne, IN501c3Deferred Gift Progra$6,000
Paul & Jean Niewald EndowmentLake St Louis, MO501c3Disbursement$5,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Unitrust Agreement$883,430
Continuation Plan Liability$442,104
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is provided to each director prior to filing.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest representations are maintained by the executive director and monitored for conflicts during board meeings or other deliberations.

Form 990, Page 6, Part VI, Line 15A

Utilization of compensation surveys from council on foundations and association of small foundations.

Form 990, Page 6, Part VI, Line 15B

Utilization of compensation surveys from council on foundations and association of small foundations.

Form 990, Page 6, Part VI, Line 19

Available at the foundation office.

Filing and Contact Details

Filer

Filer Name
Lutheran Legacy Foundation Inc
EIN
20-3142622
Phone
2174638202
Address
P O BOX 31, PARIS, IL 61944

Signing Officer

Name
Thomas E Patchett
Title
President
Phone
2174638202
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas E Patchett
Formed
2005
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
5
Employees
5

Preparer

Firm
Larsson Woodyard & Henson Llp
Address
PO BOX 426, PARIS, IL 61944-0426
Preparer
Katie E Knoll
Phone
2174656494
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Lutheran legacy foundation inc (llf) is organized exclusively for charitable, religious, educational, and scientific purposes, including making distributions to organizations that qualify as exempt organizations under sections 501(c)(3) of the internal revenue code, or the corresponding section of any future federal tax code. The purpose of this corporation shall be to distribute funds to qualified charitable organizations consistent with the purposes of the corporation, subject to any limitations or restrictions stated in the instrument under which the donation is contributed to the corporation.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

Lutheran legacy foundation receives funds that are to be held on behalf of various lutheran organizations. These funds are recorded as agency liability accounts on the foundation's books. Investment income/expense and management fees are allocated to these funds and also posted to the agency liability accounts. The beneficiary organization is provided a monthly accounting of funds held.

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IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER ELDREDGE
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES JORDAN-WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS E PATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm5INGRID PETRICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt081840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt161469
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt215000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt315000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt415000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012107202
IRS990/GrossReceiptsAmt014188013
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt05
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0715
IRS990/InformationTechnologyGrp/ProgramServicesAmt01000
IRS990/InformationTechnologyGrp/TotalAmt01715
IRS990/InsuranceGrp/ManagementAndGeneralAmt03363
IRS990/InsuranceGrp/ProgramServicesAmt014740
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IRS990/LandBldgEquipAccumDeprecAmt0105960
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0302380
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0283388
IRS990/LandBldgEquipCostOrOtherBssAmt0389348
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010655123
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LUTHERAN LEGACY FOUNDATION INC (LLF) IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING MAKING DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. THE PURPOSE OF THIS CORPORATION SHALL BE TO DISTRIBUTE FUNDS TO QUALIFIED CHARITABLE ORGANIZATIONS CONSISTENT WITH THE PURPOSES OF THE CORPORATION, SUBJECT TO ANY LIMITATIONS OR RESTRICTIONS STATED IN THE INSTRUMENT UNDER WHICH THE DONATION IS CONTRIBUTED TO THE CORPORATION.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt033567336
IRS990/NetAssetsOrFundBalancesEOYAmt036657487
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01452079
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01452079
IRS990/NetUnrlzdGainsLossesInvstAmt01380034
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02843092
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05344839
IRS990/NoncashContributionsAmt0444738
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IRS990/OccupancyGrp/ManagementAndGeneralAmt06238
IRS990/OccupancyGrp/TotalAmt06238
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019791
IRS990/OfficeExpensesGrp/ProgramServicesAmt032114
IRS990/OfficeExpensesGrp/TotalAmt051905
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01425747
IRS990/OtherAssetsTotalGrp/EOYAmt01870622
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01471
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04414
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05885
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0955
IRS990/OtherExpensesGrp/ProgramServicesAmt02867
IRS990/OtherExpensesGrp/TotalAmt03822
IRS990/OtherLiabilitiesGrp/BOYAmt01127213
IRS990/OtherLiabilitiesGrp/EOYAmt01325534
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN VALUE OF SPLIT INTE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt027057
IRS990/OtherRevenueMiscGrp/ExclusionAmt12234
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027057
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12234
IRS990/OtherRevenueTotalAmt029291
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061378
IRS990/OtherSalariesAndWagesGrp/TotalAmt072378
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0842
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08477
IRS990/PayrollTaxesGrp/ProgramServicesAmt011345
IRS990/PayrollTaxesGrp/TotalAmt020664
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THOMAS E PATCHETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0ENDOWMENT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0524722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0524722
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0826818
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0891128
IRS990/PYInvestmentIncomeAmt01310554
IRS990/PYOtherExpensesAmt0301885
IRS990/PYOtherRevenueAmt014579
IRS990/PYProgramServiceRevenueAmt0429635
IRS990/PYRevenuesLessExpensesAmt01114910
IRS990/PYSalariesCompEmpBnftPaidAmt0273663
IRS990/PYTotalExpensesAmt01466676
IRS990/PYTotalRevenueAmt02581586
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01710117
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0524722
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01570119
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02724586
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT FEE INCOME 2,008,647 MISCELLANEOUS INCOME 5,861 CHANGE IN SPLIT INTEREST AGREEMENTS 13,974
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SCHEDULE A, PART II, SECTION A, LINE 1 - THE FOUNDATION RECEIVES AND HOLDS CONTRIBUTIONS ON BEHALF OF OTHER EXEMPT ORGANIZATIONS. THESE RECEIPTS ARE RECORDED IN AGENCY LIABILITY ACCOUNTS, NOT AS CONTRIBUTION REVENUE. SEE BELOW FOR BREAKDOWN OF THE AMOUNT REPORTED ON SCHEDULE A, PART II, SECTION A, LINE 1 FOR THE CURRENT YEAR CONTRIBUTION REVENUE 748,997 CONTRIBUTIONS HELD IN AGENCY LIABILITY ACCOUNTS 2,912,952 ---------- TOTAL 3,661,949
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03661949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03922121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03108190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05422614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03837281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019952155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0777801
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0642179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01002689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0479850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0331149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03233668
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0524722
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0444214
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0363141
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0371570
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0324835
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02028482
IRS990ScheduleA/PublicSupportCY170Pct00.76450
IRS990ScheduleA/PublicSupportPY170Pct00.79180
IRS990ScheduleA/PublicSupportTotal170Amt019309426
IRS990ScheduleA/SubstantialContributorsTotAmt0642729
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03661949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03922121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03108190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05422614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03837281
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019952155
IRS990ScheduleA/TotalSupportAmt025256175
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt028291
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt013579
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt041870
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0256500
IRS990ScheduleD/BuildingsGrp/DepreciationAmt067768
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0324268
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0525905
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030724244
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0738376
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031312648
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01046160
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03533469
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02111376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0643566
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028733798
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0840792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030724244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0891128
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02795724
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0111376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0433647
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026400576
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0299938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028733798
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0660671
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03258478
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0130876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0766443
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt032041231
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0872186
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026400576
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0705830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4887192
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0153376
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0461411
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024636120
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0596929
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt032041231
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0467552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07890520
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0153376
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0471567
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0976014
IRS990ScheduleD/DonorAdvisedFundsHeldCnt015
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt029434505
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07226
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038192
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045418
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022780
IRS990ScheduleD/ExpensesSubtotalAmt01799993
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt022780
IRS990ScheduleD/InvestmentExpensesNotIncldAmt022780
IRS990ScheduleD/LandGrp/BookValueAmt019662
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt019662
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01380034
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0883430
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1442104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER UNITRUST AGREEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CONTINUATION PLAN LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.68310
IRS990ScheduleD/RevenueNotReportedAmt01380034
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt022780
IRS990ScheduleD/RevenueSubtotalAmt03510110
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LUTHERAN LEGACY FOUNDATION RECEIVES FUNDS THAT ARE TO BE HELD ON BEHALF OF VARIOUS LUTHERAN ORGANIZATIONS. THESE FUNDS ARE RECORDED AS AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BOOKS. INVESTMENT INCOME/EXPENSE AND MANAGEMENT FEES ARE ALLOCATED TO THESE FUNDS AND ALSO POSTED TO THE AGENCY LIABILITY ACCOUNTS. THE BENEFICIARY ORGANIZATION IS PROVIDED A MONTHLY ACCOUNTING OF FUNDS HELD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.31690
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0283388
IRS990ScheduleD/TotalExpensesPerForm990Amt01822773
IRS990ScheduleD/TotalLiabilityAmt01325534
IRS990ScheduleD/TotalRevenuePerForm990Amt03532890
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04890144
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01799993
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07075
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt235000
IRS990ScheduleI/RecipientTable/CashGrantAmt314040
IRS990ScheduleI/RecipientTable/CashGrantAmt412737
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt66000
IRS990ScheduleI/RecipientTable/CashGrantAmt755817
IRS990ScheduleI/RecipientTable/CashGrantAmt829282
IRS990ScheduleI/RecipientTable/CashGrantAmt9281000
IRS990ScheduleI/RecipientTable/CashGrantAmt1022000
IRS990ScheduleI/RecipientTable/CashGrantAmt11118510
IRS990ScheduleI/RecipientTable/CashGrantAmt1239400
IRS990ScheduleI/RecipientTable/CashGrantAmt1312785

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