Llewelyn Foundation

Springfield, OH
Tax-exempt since July 1997
EIN: 31-1534056

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$777k (2024)

Expenses

$1.03M (2024)

Total Assets

$12.6M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2024

Revenue

$777,033

Expenses

$1,027,384

Net Income

-$250,351

Net Assets

$12,553,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$432,087	55.6%
Sales of Assets	$344,946	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$944,187	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,553,756
Total Liabilities	$0
Net Assets	$12,553,756

Compensation

Key Employees and Officers	Compensation	Other
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Willis O Kurtz (Trustee)	$0	$0
Susan Berseth (Trustee)	$0	$0

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990-PF

Filed on June 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2023

Revenue

$584,092

Expenses

$1,012,568

Net Income

-$428,476

Net Assets

$12,804,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$383,505	65.7%
Sales of Assets	$200,587	34.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$887,726	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,804,107
Total Liabilities	$0
Net Assets	$12,804,107

Compensation

Key Employees and Officers	Compensation	Other
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Willis O Kurtz (Trustee)	$0	$0
Susan Berseth (Trustee)	$0	$0

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990-PF

Filed on June 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2022

Revenue

$1,863,770

Expenses

$1,017,116

Net Income

$846,654

Net Assets

$13,232,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$395,945	21.2%
Sales of Assets	$1,467,825	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$918,572	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,232,583
Total Liabilities	$0
Net Assets	$13,232,583

Compensation

Key Employees and Officers	Compensation	Other
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Willis O Kurtz (Trustee)	$0	$0
Susan Berseth (Trustee)	$0	$0

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990-PF

Filed on June 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2021

Revenue

$772,788

Expenses

$1,308,525

Net Income

-$535,737

Net Assets

$12,387,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$666	0.1%
Dividends	$291,948	37.8%
Sales of Assets	$480,174	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,214,066	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,407,399
Total Liabilities	$20,000
Net Assets	$12,387,399

Compensation

Key Employees and Officers	Compensation	Other
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Caroline Lupfer Kurtz (Trustee/Sec)	$0	$0
Willis O Kurtz (Trustee)	$0	$0
Susan Berseth (Trustee)	$0	$0

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990-PF

Filed on July 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2020

Revenue

$1,080,035

Expenses

$895,557

Net Income

$184,478

Net Assets

$12,886,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,168	1.0%
Dividends	$385,444	35.7%
Sales of Assets	$683,423	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$804,480	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,906,608
Total Liabilities	$20,000
Net Assets	$12,886,608

Compensation

Key Employees and Officers	Compensation	Other
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Willis O Kurtz (Trustee)	$0	$0
Susan Berseth (Trustee)	$0	$0

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990-PF

Filed on May 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2019

Revenue

$758,437

Expenses

$902,468

Net Income

-$144,031

Net Assets

$12,674,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$92,679	12.2%
Dividends	$236,560	31.2%
Sales of Assets	$429,179	56.6%
Other Income	$19	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$828,570	91.8%
Compensation of Officers*	$750	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,674,887
Total Liabilities	$0
Net Assets	$12,674,887

Compensation

Key Employees and Officers	Compensation	Other
Caroline Lupfer Kurtz (Trustee/Secr)	$750	$0
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Willis O Kurtz (Trustee)	$0	$0
Susan Berseth (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2018

Revenue

$1,548,372

Expenses

$813,913

Net Income

$734,459

Net Assets

$12,841,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$89,590	5.8%
Dividends	$229,132	14.8%
Sales of Assets	$1,229,650	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$744,750	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,841,291
Total Liabilities	$0
Net Assets	$12,841,291

Compensation

Key Employees and Officers	Compensation	Other
Sarah H Lupfer (Trustee/Pres)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Willis O Kurtz (Trustee)	$0	$0

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990-PF

Filed on July 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Feb.
2017

Revenue

$766,934

Expenses

$795,103

Net Income

-$28,169

Net Assets

$12,109,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83,077	10.8%
Dividends	$184,397	24.0%
Sales of Assets	$499,430	65.1%
Other Income	$30	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$762,500	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,109,737
Total Liabilities	$0
Net Assets	$12,109,737

Compensation

Key Employees and Officers	Compensation	Other
Sarah H Lupfer (Trustee/Pres)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Willis O Kurtz (Trustee)	$0	$0

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990-PF

Filed on July 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2016

Revenue

$818,807

Expenses

$713,932

Net Income

$104,875

Net Assets

$12,137,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83,766	10.2%
Dividends	$204,769	25.0%
Sales of Assets	$530,056	64.7%
Other Income	$216	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$653,300	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,137,906
Total Liabilities	$0
Net Assets	$12,137,906

Compensation

Key Employees and Officers	Compensation	Other
Sarah H Lupfer (Trustee/Pres)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Willis O Kurtz (Trustee)	$0	$0

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990-PF

Filed on July 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2015

Revenue

$1,380,117

Expenses

$666,167

Net Income

$713,950

Net Assets

$12,087,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60	0.0%
Dividends	$306,591	22.2%
Sales of Assets	$1,073,466	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$618,042	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,087,658
Total Liabilities	$0
Net Assets	$12,087,658

Compensation

Key Employees and Officers	Compensation	Other
Sarah H Lupfer (Trustee/Pres)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secr)	$0	$0
Jonathan B Lupfer (Trustee/Trea)	$0	$0
Willis O Kurtz (Trustee)	$0	$0

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990-PF

Filed on June 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2014

Revenue

$621,467

Expenses

$611,306

Net Income

$10,161

Net Assets

$11,385,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$81,644	13.1%
Dividends	$224,681	36.2%
Sales of Assets	$315,142	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$549,810	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,385,096
Total Liabilities	$0
Net Assets	$11,385,096

Compensation

Key Employees and Officers	Compensation	Other
Sarah H Lupfer (Trustee/President)	$0	$0
Caroline Lupfer Kurtz (Trustee/Secretary)	$0	$0
Jonathan B Lupfer (Trustee/Treasurer)	$0	$0
Willis O Kurtz (Trustee)	$0	$0

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990-PF

Filed on July 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

PDF (2 of 2)

Fiscal Year Ending Feb.
2013

Revenue

$916,883

Expenses

$708,697

Net Income

$208,186

Net Assets

$11,378,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$89,512	9.8%
Dividends	$216,284	23.6%
Sales of Assets	$611,087	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$636,250	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,378,299
Total Liabilities	$1
Net Assets	$11,378,298

990-PF

Filed on Jan. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Feb.
2012

Revenue

$544,322

Expenses

$641,036

Net Income

-$96,714

Net Assets

$11,175,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$76	0.0%
Dividends	$286,676	52.7%
Sales of Assets	$257,570	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$602,266	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,175,955
Total Liabilities	$1
Net Assets	$11,175,954

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Llewelyn Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $777k (2024)

Expenses $1.03M (2024)

Total Assets $12.6M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$777k (2024)

Expenses

$1.03M (2024)

Total Assets

$12.6M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
2002