The Llewellyn Foundation
The Llewellyn Foundation is a private foundation established in 1997 and based in Springfield, Ohio. It operates as a 501(c)(3) organization with a mission to fund initiatives that address the health, education, and well-being of individuals, families, and communities.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$13.0M
+3.3% YoY
Annual Giving
$1.0M
+8.7% YoY
Grant Count
51
+6.3% YoY
Avg Grant Size
$20K
+2.4% YoY
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.
Mission & Focus Areas
Mission: To fund initiatives that address the health, education and well-being of individuals, families and communities.
The foundation supports a diverse range of initiatives including:
- General purpose grants
- Youth education and K-12 school programs
- Environmental and water stewardship
- Food delivery and community support
- COVID-19 response initiatives
- Telemedicine and health services
- Mental health and housing assistance
- Disability services and special needs programs
- School residencies and outdoor grants
- Community and school gardens
- Science education
Grantmaking
The Llewellyn Foundation accepts grant proposals by invitation only. Organizations interested in being considered should complete a contact form on the foundation's website. If the organization aligns with the foundation's mission and focus areas, the foundation will request additional information.
Grant Range
$3,000 to $100,000
Average Grant
approximately $20,000-$90,000
Review Cycle
**
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation supports initiatives across multiple states and cities, with primary emphasis on:
- Montana (particularly Missoula)
- Massachusetts
- Ohio
- California
- Texas
- New York
- Oregon
- Washington
Recent grants have been awarded to organizations in these regions, including communities such as Yellow Springs and Ovando.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending February 2025:
- Total assets: $12,964,231
- Total revenues: $1,524,288
- Total expenses: $1,113,813
- Total giving: $1,020,600-$1,023,425
- Investment income and dividends: $464,486
- Giving rate: 7.9-8.0% of assets
- Number of employees: 0
Historical Giving Trends:
- 2025: $1,020,600 in grants (51 grants)
- 2024: $939,000 in grants (48 grants)
- 2023: $886,000 in grants (42 grants)
- 2022: $916,000 in grants (44 grants)
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $12,964,231 | $12,553,756 | $12,804,107 |
| Revenue | $1,524,288 | $777,033 | $584,092 |
| Expenses | $1,113,813 | $1,027,384 | $1,012,568 |
| Qualifying Distributions | $1,023,425 | $944,187 | $887,726 |
| Net Investment Income | $1,435,573 | $693,836 | $498,455 |
| Distributable Amount | $1,059,360 | $975,120 | $925,649 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
234 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Ccf ($100,000), Esac Housing Assistance ($35,000), Missoula Interfaith Colaborative ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 826 BOSTON ROXBURY, MA | AFTER SCHOOL PROJECT | $20,000 |
| BBBS OF NORTHWEST MT KALISPELL, MT | GENERAL | $10,000 |
| BOYS AND GIRLS CLUB MISSOULA MISSOULA, MT | GENERAL | $18,000 |
| BRIGHTWAYS LEARNING MISSOULA, MT | GENERAL | $20,000 |
| BSFI SAN ANTONIO, TX | GENERAL | $28,000 |
| BUILDING AUDACITY LYNN, MA | UNRESTRICTED | $10,000 |
| CATHOLIC CHARITIES OF SW OH CINCINNATI, OH | GENERAL | $15,000 |
| CCF CAMBRIDGE, MA | GENERAL | $100,000 |
| CHICKADEE CS MISSOULA, MT | GRNERAL | $10,000 |
| CITIZEN SCHOOLS BOSTON, MA | BPS HUB SCHOOL PARTNERSHIP | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by a board of trustees who serve without compensation:
- Jonathan B. Lupfer – Trustee/Treasurer (1 hour per week)
- Caroline Lupfer Kurtz – Trustee/Secretary (0.5 hours per week)
- Willis O. Kurtz – Trustee (0.5 hours per week)
- Susan Berseth – Trustee (0.5 hours per week)
Contact: Melissa Hallmark serves as a key contact for the foundation.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JONATHAN B LUPFER | TRUSTEE/TREA | 1 | — |
| CAROLINE LUPFER KURTZ | TRUSTEE/SECR | 0.5 | — |
| WILLIS O KURTZ | TRUSTEE | 0.5 | — |
| SUSAN BERSETH | TRUSTEE | 0.5 | — |
Recent Grants
Recent developments and announcements
Recent grants awarded include:
EdVestors (Zeroing in on Math): $30,000
Mystic River Watershed Association (Greenways): $30,000
YWCA Missoula (Child Care Center Mural, Wrap Around): $28,000
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Llewellyn Foundation fund?
**Mission:** To fund initiatives that address the health, education and well-being of individuals, families and communities. The foundation supports a diverse range of initiatives including: • General purpose grants • Youth education and K-12 school programs • Environmental and water stewardship • Food delivery and community support • COVID-19 response initiatives • Telemedicine and health services • Mental health and housing assistance • Disability services and special needs programs • School …
How do I apply for a grant from The Llewellyn Foundation?
**Grant Characteristics:** • Grant range: $3,000 to $100,000 • Median grant size: $20,000 • Average grant size: approximately $20,000-$90,000 • Annual giving: approximately $1,020,600 (2025) • Number of grants awarded: 51-61 grants annually **Application Process:** The Llewellyn Foundation accepts grant proposals by invitation only. Organizations interested in being considered should complete a contact form on the foundation's website. If the organization aligns with the foundation's mission an…
Where does The Llewellyn Foundation make grants?
The foundation supports initiatives across multiple states and cities, with primary emphasis on: • Montana (particularly Missoula) • Massachusetts • Ohio • California • Texas • New York • Oregon • Washington Recent grants have been awarded to organizations in these regions, including communities such as Yellow Springs and Ovando.
What size grants does The Llewellyn Foundation award?
In 2025, The Llewellyn Foundation awarded 51 grants totaling $1.0M — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is The Llewellyn Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Llewellyn Foundation reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Llewellyn Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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