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
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
**
Ready to take the next step with The Llewellyn Foundation?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Galpin-white Ta
BROOKLYN, OH
Assets
$16K
Grants
1
Total Given
$887
Mary E H Rutter Tr Para 28
BROOKLYN, OH
Assets
$401K
Grants
1
Total Given
$26K
Carrie Peska Memorial Scholarship Fund
ANDOVER, OH
Assets
$19K
Grants
1
Total Given
$4K
The Penguin Club Inc
YOUNGSTOWN, OH
Assets
$4.1M
Grants
1
Total Given
$245K
Amvets Post 711
BOWLING GREEN, OH
Assets
$220K
Grants
3
Total Given
$41K
Hawthorne David T and Gene J Educational
YOUNGSTOWN, OH
Assets
—
Grants
1
Total Given
$47K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Llewellyn Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities