Llewelyn Foundation
- Assets
- $12.6m
- Revenue
- $777.0k
- Investments
- $12.1m
- Employees
- 0
- Location
- Springfield, OH
- Founding
- 07/1997
- Data as of
- 02/2024
- EIN
- 31-1534056
Organization Overview
Llewelyn Foundation is located in Springfield, OH. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Llewelyn Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 02/2024, Llewelyn Foundation generated $777.0k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (0.6%) each year. All expenses for the organization totaled $1.0m during the year ending 02/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Llewelyn Foundation has awarded 453 individual grants totaling $8,490,715. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jonathan B Lupfer Trustee/trea | 1 | $0 | |
Caroline Lupfer Kurtz Trustee/secr | 0.5 | $0 | |
Willis O Kurtz Trustee | 0.5 | $0 | |
Susan Berseth Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $432,087 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $344,946 |
| Capital Gain Net Income | $344,946 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $777,033 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,058 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $19,303 |
| Total operating and administrative expenses | $88,884 |
| Contributions, gifts, grants paid | $938,500 |
| Total expenses and disbursements | $1,027,384 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $67,146 |
| Savings and temporary cash investments | $343,036 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,553,756 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Llewelyn Foundation has awarded $938,500 in support to 48 organizations.
| Grant Recipient | Amount |
|---|---|
826 BOSTON PURPOSE: AFTER SCHOOL PROJECT | $20,000 |
ABOUT FRESH PURPOSE: UNRESTRICTED | $10,000 |
BUILDING AUDACITY PURPOSE: UNRESTRICTED | $10,000 |
ALTERNATIVE ENERGY RESOURCES ORG PURPOSE: DOCUMENTARY | $5,000 |
BOYS & GIRLS CLUB OF GREATER LOWELL PURPOSE: CLUB LOVE | $20,000 |
BOYS AND GIRLS CLUB MISSOULA PURPOSE: BIG BROTHERS/SISTERS | $7,500 |