The Llewellyn Foundation
The Llewellyn Foundation is a private foundation based in Springfield, Ohio. It funds initiatives addressing the health, education, and well-being of individuals, families, and communities.
The Llewellyn Foundation at a glance
In short: The Llewellyn Foundation gave $1.0M across 51 grants in 2025 (avg $20K), top state Montana. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,020,600
- +8.7% vs 2024
- Grants made (2025)
- 51
- +6.3% vs 2024
- Average grant
- $20,012
- +2.4% vs 2024
- Median grant
- $20,000
- Total assets
- $12,964,231
- +3.3% vs 2024
- New grantees (estimate)
- 29% first-time grantees (15 of 51, 2025)
- Primary geography
- Montana (49% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Llewellyn Foundation
- Invitation Only
-
Proposals are accepted by invitation only. Organizations seeking consideration should submit an inquiry through the website. If the foundation considers the organization a fit, it will request more information. Applicants must provide proof of 501(c)(3) nonprofit status; a project, program, or position description and rationale of no more than three pages; a budget and estimated timeline; and a list of other potential or secured funding sources. Awards are restricted to public charity 501(c)(3) organizations.
- Review Cycle
- For the spring cycle, new inquiries are due by April 30, invited grant requests by May 31, and awards are made by June 30. For the fall cycle, new inquiries are due by September 30, invited grant requests by October 31, and awards are made by December 15. Proposals not awarded funding may be resubmitted at the trustees’ discretion.
- Deadline
- For the spring cycle, new inquiries are due by April 30, invited grant requests by May 31, and awards are made by June…
- Contact
Application contact: The Llewellyn Foundation
Mailing address: 40 South Limestone Street, Springfield, OH 45502
Phone: (419) 324-6800
Website: https://llewellynfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Llewellyn Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was CCF ($100K). Together the top 10 received $361K.
Grant Size Distribution
246 grants across all recorded years
The most common grant size was under $50K: 238 grants of 246 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 49% of grant dollars went to recipients in Montana, 39% to Massachusetts, 6% to Ohio, 3% to Texas, and 2% to Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 51 itemized grants.
States
Cities
Is The Llewellyn Foundation open to new grantees?
29%
first-time grantees, 2025
In 2025, 15 of 51 grantees (29%) were first-time recipients. First grants averaged $16K; repeat grants $22K. How we count
Medians: $15K first-time, $20K repeat.
- 45% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $886K (2023) to $1.2M (2021). In 2025 it made 51 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CCF Cambridge, MA | General | $100,000 |
| Esac Housing Assistance Jamaica Plain, MA | Fall Prevention | $35,000 |
| Missoula Interfaith Colaborative Missoula, MT | Staff Truck | $35,000 |
| Edvestors Boston, MA | Zeroing in on Math | $30,000 |
| Mystic River Watershed Association Arlington, MA | Greenways | $30,000 |
| BSFI San Antonio, TX | General | $28,000 |
| YWCA Missoula Missoula, MT | Child Care Center Mural, Wrap Around | $28,000 |
| City Sprouts Cambridge, MA | General | $25,000 |
| Common Good MSLA Missoula, MT | Unrestricted | $25,000 |
| Cycle Kids Cambridge, MA | BOOKS | $25,000 |
Ready to take the next step with The Llewellyn Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $12,964,231 | $1,524,288 | $1,113,813 | $1,020,600 | 51 | $1,023,425 | $1,435,573 | $1,059,360 |
| 2024 | $12,553,756 | $777,033 | $1,027,384 | $938,500 | 48 | $944,187 | $693,836 | $975,120 |
| 2023 | $12,804,107 | $584,092 | $1,012,568 | $886,000 | 42 | $887,726 | $498,455 | $925,649 |
| 2022 | $13,232,583 | $1,863,770 | $1,017,116 | $915,500 | 44 | $918,572 | $1,765,226 | $992,634 |
| 2021 | $12,407,399 | $772,788 | $1,308,525 | $1,213,315 | 61 | — | $709,961 | $879,684 |
Under IRS private-foundation payout rules, The Llewellyn Foundation reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s mission is to fund initiatives that address the health, education, and well-being of individuals, families, and communities. Its 2025 grants included support for education, environmental work, food access, housing assistance, and community programs.
Grantees’ own descriptions illustrate the range of work represented. EdVestors says it connects Boston philanthropists with the city’s public schools to support school improvement efforts. The Montana Food Bank Network describes its work as ending hunger in Montana through food acquisition, distribution, education, and advocacy. Cycle Kids says its mission is to get children riding bicycles and engage them in physical activity. Found in Translation describes its work as helping homeless and low-income multilingual women achieve economic security and reducing disparities in health care.
Grantmaking
In 2025, the foundation awarded 51 grants totaling $1,020,600. Grants ranged from $5,000 to $100,000, with a median of $20,000. Among the largest were $100,000 to CCF for general support; $35,000 to ESAC Housing Assistance for fall prevention; $35,000 to Missoula Interfaith Collaborative for a staff truck; and $30,000 to EdVestors for “Zeroing in on Math.”
Other 2025 awards included $30,000 to Mystic River Watershed Association for greenways, $28,000 to YWCA Missoula for a child care center mural and wraparound support, and $25,000 each to City Sprouts, Common Good MSLA, Cycle Kids, Families for a Liveable Climate, and Found in Translation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jonathan B. Lupfer as trustee/treasurer, Caroline Lupfer Kurtz as trustee/secretary, and Willis O. Kurtz and Susan Berseth as trustees.
The Llewellyn Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Caroline Lupfer Kurtz
Trustee & Secretary
On filings since 2021
0.5 hrs/week
No compensation reported
Jonathan B. Lupfer
Trustee & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Susan Berseth
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Willis O. Kurtz
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Llewellyn Foundation
How much does The Llewellyn Foundation give each year?
The Llewellyn Foundation gave $1.0M across 51 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $939K across 48 grants.
What is The Llewellyn Foundation's typical grant size?
The Llewellyn Foundation's median grant in 2025 was $20,000, and its average grant was $20,012, across 51 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Llewellyn Foundation that year got $16K on average.
Where does The Llewellyn Foundation give grants?
The Llewellyn Foundation's top state is Montana, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (39%) and Ohio (6%). The most frequent recipient cities were Missoula, MT (24 grants), Boston, MA (4 grants), Cambridge, MA (3 grants) and Springfield, OH (3 grants).
Does The Llewellyn Foundation give general operating support?
Yes: 57% of The Llewellyn Foundation's 2025 grants with a stated purpose (29 of 51) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Llewellyn Foundation's largest grantees?
The Llewellyn Foundation's largest 2025 grantees include CCF ($100,000), Esac Housing Assistance ($35,000) and Missoula Interfaith Colaborative ($35,000), according to its 2025 IRS Form 990-PF. Together they received 17% of its itemized 2025 grant dollars.
How large is The Llewellyn Foundation?
The Llewellyn Foundation reported $13.0M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Llewellyn Foundation fund?
The foundation’s mission is to fund initiatives that address the health, education, and well-being of individuals, families, and communities. Its 2025 grants included support for education, environmental work, food access, housing assistance, and community programs. See mission & focus areas ↑
How do I apply for a grant from The Llewellyn Foundation?
Proposals are accepted by invitation only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Llewellyn Foundation's EIN?
The Llewellyn Foundation's EIN (Employer Identification Number) is 31-1534056. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). The Llewellyn Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-llewellyn-foundation-morg_cd9ab4c1873e4df4b7eea753fa12381f
BibTeX
@misc{grantable_311534056_2026,
author = {{Grantable}},
title = {{The Llewellyn Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-llewellyn-foundation-morg_cd9ab4c1873e4df4b7eea753fa12381f},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Llewellyn Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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