2025-07-07T09:59:56-04:00 2025-02-28 341959490 TRUSTAX LLC 571 LONGBOW DR SUITE A MAUMEE OH 43537 990PF 2024-03-01 311534056 THE LLEWELLYN FOUNDATION C/O MELISSA HALLMARK LLEW 9373246800 P O BOX 1408 SPRINGFIELD OH 45501 JONATHAN B LUPFER TRUSTEE/TREASURER 9373246905 2025-05-28 true false GRANT M KEUNE P00021963 4198685555 2025-07-07 X 2024 2025-03-06 01:10:19Z X 21031463 X X 25086 25086 439400 439400 1059802 4707970 1059802 1524288 1524288 2050 1025 1025 73136 73136 2312 639 15715 13915 1800 93213 88715 2825 1020600 1020600 1113813 88715 1023425 410475 1435573 67146 65854 65854 343036 747901 747901 590171 555966 536369 7610666 7534136 15726387 3942737 4060374 3954952 12553756 12964231 21031463 0 X 12387399 12387399 166357 576832 12553756 12964231 12553756 12964231 12553756 410475 12964231 12964231 PUBLICLY TRADED SECURITIES P 2020-01-01 2025-02-28 4668381 3648168 1020213 1020213 1059802 19954 19954 19954 9700 9700 10254 false false false false false false false true true OH true false false false false true LLEWELLYNFOUNDATION.ORG JONATHAN B LUPFER 9373246800 P O BOX 1408 SPRINGFIELD OH 45501 false false false false false false false false false false false false false false false false false false false false JONATHAN B LUPFER P O BOX 1408 SPRINGFIELD OH 45501 TRUSTEE/TREA 1.00 0 0 0 CAROLINE LUPFER KURTZ P O BOX 1408 SPRINGFIELD OH 45501 TRUSTEE/SECR 0.50 0 0 0 WILLIS O KURTZ P O BOX 1408 SPRINGFIELD OH 45501 TRUSTEE 0.50 0 0 0 SUSAN BERSETH 1127 LOWELL ROAD CONCORD MA 01742 TRUSTEE 0.50 0 0 0 NONE NONE N/A 21251923 663086 0 21915009 21915009 328725 21586284 1079314 1079314 19954 19954 1059360 1059360 1059360 1023425 1023425 1059360 608412 1023425 608412 415013 644347 THE LLEWELLYN FOUNDATION 40 SOUTH LIMESTONE STREET SPRINGFIELD OH 45502 4193246800 APPLICANTS MUST FURNISH PROOF OF 501(C)3 NON-PROFIT STATUS. PROPOSALS MUST INCLUDE A COMPLETE DESCRIPTION OF THE PROJECT, PROGRAM OR POSITION FOR WHICH FUNDING IS SOUGHT AND THE RATIONALE FOR SUCH PROJECT, PROGRAM OR POSITION (NOT TO EXCEED THREE PAGES); A BUDGET AND ESTIMATED TIMELINE FOR USE OF FUNDS; A LIST OF OTHER POTENTIAL OR SECURED FUNDING SOURCES FOR THIS PROJECT, PROGRAM OR POSITION. SPRING DEADLINE - APRIL 30 FALL DEADLINE - SEPTEMBER 30 PUBLIC CHARITY - 501(C)(3) EXEMPT ORGANIZATIONS 826 BOSTON 3035-WASHINGTON-ST ROXBURY MA 02119 N/A PC AFTER SCHOOL PROJECT 20000 BBBS OF NORTHWEST MT 137 S MAIN ST KALISPELL MT 59901 NONE PC GENERAL 10000 BOYS AND GIRLS CLUB MISSOULA 1515-FAIRVIEW-AVE MISSOULA MT 59801 NONE PC GENERAL 18000 BRIGHTWAYS LEARNING 3700 S RUSSELL ST UNIT 114 MISSOULA MT 59801 NONE PC GENERAL 20000 BSFI 19001 HUEBNER ROAD SAN ANTONIO TX 78258 NONE PC GENERAL 28000 BUILDING AUDACITY 75 ALLEN AVE LYNN MA 01902 N/A PC UNRESTRICTED 10000 CATHOLIC CHARITIES OF SW OH 7162 READING RD STE 600 CINCINNATI OH 45237 NONE PC GENERAL 15000 CCF 99 BISHOP ALLEN CAMBRIDGE MA 02139 NONE PC GENERAL 100000 CHICKADEE CS 901 RODGERS ST 2 MISSOULA MT 59802 NONE PC GRNERAL 10000 CITIZEN SCHOOLS 1 BEACON ST BOSTON MA 02108 N/A PC BPS HUB SCHOOL PARTNERSHIP 10000 CITY SPROUTS 1035 CAMBRIDGE STREET SUITE 6 CAMBRIDGE MA 02141 N/A PC GENERAL 25000 CLIMATE SMART MISSOULA 103 HICKORY ST MISSOULA MT 59801 N/A PC UNRESTRICTED 15000 COMMON GOOD MSLA 2205 34TH ST MISSOULA MT 59801 N/A PC UNRESTRICTED 25000 COMMUNITY FOOD AND AGRICULTURE PO-BOX-7025 MISSOULA MT 59807 N/A PC REBRAND AND FISCAL OPERATION 20000 CONSERVATION LAW FOUNDATION 62-SUMMER-STREET BOSTON MA 02110 NONE PC GENERAL 15000 CRAYONS TO CLASSROMS 1750 WOODMAN DRIVE DAYTON OH 454203639 NONE PC GENERAL 10000 CYCLE KIDS 5-JOHN-F-KENNEDY-ST CAMBRIDGE MA 02138 N/A PC BOOKS 25000 EDVESTORS 40-CLARENDON-ST BOSTON MA 02116 N/A PC ZEROING IN ON MATH 30000 EMPOWER MT 2300-REGENT-ST-STE-101 MISSOULA MT 59801 N/A PC 2ND YEAR OPER 18000 ESAC HOUSING ASSISTANCE 434 JAMAICWAY JAMAICA PLAIN MA 02130 N/A PC FALL PREVENTION 35000 FAMILIES FOR A LIVEABLE CLIMATE PO BOX 8415 MISSOULA MT 59807 N/A PC CLIMATE ADVOCACY 25000 FAMILY ACCESS OF NEWTON 492 WALTHAM ST NEWTON MA 02465 N/A PC COUNSELING 15000 FOUND IN TRANSLATION 1532 B DORCHESTER AVE DORCHESTER MA 02122 N/A PC INTERPRETER TRAINING 25000 FRIENDS OF THE CHILDREN BOSTON 184 DUDLEY SUITE 100 ROXBURY MA 02119 N/A PC GENERAL 25000 FRIENDS OF THE CHILDREN WEST 400 W BROADWAY SUITE 101 PMB 116 MISSOULA MT 59802 N/A PC UNRESTRICTED 25000 HAITIAN COMMUNITY HELP & SUPPORT 1040 E MAIN ST SPRINGFIELD OH 45503 NONE PC GENERAL 10000 HOME RESOURCE 1515 WYOMING ST MISSOULA MT 59801 N/A PC GENERAL 20000 IJNR 2453 ATWOOD AVE SUITE 202 MADISON WI 53704 N/A PC UNRESTRICTED 18000 JEANETTE RANKIN PEACE CENTER 519 HIGGINS AVE MISSOULA MT 59801 NONE PC GENERAL 25000 KIDS READ NOW 55 MARYBILL DRIVE TROY OH 45373 NONE PC GENERAL 5000 MISSOULA ART MUSEUM 335-N-PATTEE-ST MISSOULA MT 59802 NONE PC GENERAL 8000 MISSOULA CHILDREN'S THEATER 200 N ADAMS ST MISSOULA MT 59802 N/A PC SENSORY FRIENDLY 8000 MISSOULA FOOD BANK 1720 WYOMING-ST MISSOULA MT 59801 N/A PC 2ND YR EQUITY PROJ 12000 MISSOULA INTERFAITH COLABORATIVE 202-BROOKS-ST MISSOULA MT 59801 N/A PC STAFF TRUCK 35000 MISSOULA WRITING COLABORATIVE PO-BOX-9237 MISSOULA MT 59807 N/A PC UNRESTRICTED 15000 MIST FREE CYCLES 732 S 1ST ST W MISSOULA MT 59801 NONE PC GENERAL 20000 MONTANA FOOD BANK NETWORK 5625 EXPRESSWAY MISSOULA MT 59808 NONE PC CAPITAL CLEANING & GLEANING 25000 MONTANA LAND RELIANCE 401 N CALIFORNIA ST HELENA MT 59601 NONE PC COMMS PROJECT 25000 MUD 7350 WORLD COMMUNICATIONS OMAHA NE 681224041 N/A PC GENERAL 5600 MYSTIC RIVER WATERSHED ASSOCIATION 20-ACADEMY-ST-STE-306 ARLINGTON MA 02476 N/A PC GREENWAYS 30000 NEIGHBORHOOD HOUSING PARTNERSHIP OF 527 E HOME RD SPRINGFIELD OH 45503 NONE PC GENERAL 15000 OPEN AIR PO BOX 8643 MISSOULA MT 59807 NONE PC COMMUNICATIONS AND MEDIA 12000 ROXY THEATER 718 S HIGGINS AVE MISSOULA MT 59801 NONE PC GENERAL 10000 SECOND HARVEST FOOD BANK 20 N MURRAY ST SPRINGFIELD OH 45503 NONE PC GENERAL 10000 TRINITY BOSTON CONNECTS 206 CLARENDON ST BOSTON MA 02116 N/A PC GENERAL 25000 TRUST MONTANA 1500-BURNS-STREET MISSOULA MT 59802 N/A PC GENERAL 20000 TUMBLEWHEEL STUDIOS 216 BROADWAY AVE BELFRY MT 59008 NONE PC ART PROJECTS AND EDUCATION 10000 WILD ROCKIES FIELD INSTITUTE 155 N CALIFORNIA ST STE 101 MISSOULA MT 59801 NONE PC CAPACITY BLDG 20000 YOUTH HOMES 2105 42ND ST MISSOULA MT 59803 NONE PC THERAPEUTIC SHELTER PILOT 25000 YWCA MISSOULA 1800 S 3RD ST W MISSOULA MT 59801 N/A PC CHILD CARE CENTER MURAL, WRAP AROUND 28000 ZUMIX 260 SUMNER STREET EAST BOSTON MA 02128 NONE PC GENERAL 10000 1020600 14 25086 14 439400 18 1059802 1524288 1524288 false false false false false false false false false false TAX PREP FEE 2050 1025 1025 VARIOUS 85626 13746 13746 99372 CORPORATE BONDS 4060374 3954952 CORPORATE STOCK 7534136 15726387 555966 536369 EXPENSES OHIO ATTORNEY GENERAL FILING 200 200 BANK FEES 300 150 150 OTHER ADMINISTRATION EXPENSES 39 19 20 ASSOCIATION OF SMALL FDN 830 830 OTHER ADMINISTRATION EXPENSES 600 600 UNCASHED CHECKS INVESTMENT ADVISOR 54240 54240 ADR FEES 51 51 CUSTODIAN FEES 18845 18845 FOREIGN TAX 639 639 TAX DEPOSIT 1673