Nonprofit · EIN 31-1534056
LLEWELYN FOUNDATION
Tax-exempt · SPRINGFIELD, OH 45501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $1,524,288 | $1,113,813 | $410,475 | $12,964,231 | $0 | $12,964,231 |
| February 29, 2024 | 990-PF | $777,033 | $1,027,384 | -$250,351 | $12,553,756 | $0 | $12,553,756 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $439,400
- Interest
- $25,086
- Net gain from sales of assets
- $1,059,802
Expenses
- Grants and similar amounts paid
- $1,020,600
- Disbursements for charitable purposes
- $1,023,425
- Excise tax on investment income
- $19,954
Balance sheet and other
- Total assets, start of year
- $12,553,756
- Total assets, end of year
- $12,964,231
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,964,231
- Fair market value of assets
- $21,031,463
- Qualifying distributions
- $1,023,425
- Net investment income
- $1,524,288
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN B LUPFER P O BOX 1408, SPRINGFIELD, OH 45501 | TRUSTEE/TREA | 1 | $0 |
| CAROLINE LUPFER KURTZ P O BOX 1408, SPRINGFIELD, OH 45501 | TRUSTEE/SECR | 0.5 | $0 |
| WILLIS O KURTZ P O BOX 1408, SPRINGFIELD, OH 45501 | TRUSTEE | 0.5 | $0 |
| SUSAN BERSETH 1127 LOWELL ROAD, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN B LUPFER P O BOX 1408, SPRINGFIELD, OH 45501 | TRUSTEE/TREA | 1 | $0 |
| CAROLINE LUPFER KURTZ P O BOX 1408, SPRINGFIELD, OH 45501 | TRUSTEE/SECR | 0.5 | $0 |
| WILLIS O KURTZ P O BOX 1408, SPRINGFIELD, OH 45501 | TRUSTEE | 0.5 | $0 |
| SUSAN BERSETH 1127 LOWELL ROAD, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1408, SPRINGFIELD, OH 45501-1408
- In care of
- % HUGH BARNETT
- Signed the 990-PF
- JONATHAN B LUPFER, TRUSTEE/TREASURER
- Phone
- (937) 324-6800
- Website
- LLEWELLYNFOUNDATION.ORG
- Return prepared by
- TRUSTAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1534056
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $12,964,231
- Income (IRS master file)
- $5,172,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $1,524,288 | $1,113,813 | $12,964,231 | XML |
| 990-PF | February 2024 | $777,033 | $1,027,384 | $12,553,756 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1534056).
Questions about LLEWELYN FOUNDATION
- What is the EIN of LLEWELYN FOUNDATION?
- The employer identification number (EIN) of LLEWELYN FOUNDATION is 31-1534056.
- Is LLEWELYN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to LLEWELYN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LLEWELYN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLEWELYN FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LLEWELYN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of LLEWELYN FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LLEWELYN FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $1,524,288, expenses of $1,113,813 and total assets of $12,964,231 at year end.
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