2024-06-03T11:25:58-04:00 2024-02-29 341959490 TRUSTAX LLC 571 LONGBOW DR SUITE A MAUMEE OH 43537 990PF 2023-03-01 311534056 THE LLEWELLYN FOUNDATION C/O MELISSA HALLMARK LLEW 9373246800 P O BOX 1408 SPRINGFIELD OH 45501 JONATHAN B LUPFER TRUSTEE/TREASURER 9373246905 2024-05-21 true JONATHAN B LUPFER 999009999 false GRANT M KEUNE P00021963 4198685555 2024-05-28 X 2023 2023-04-26 12:10:37Z X 21807380 X X 432087 432087 344946 4095310 344946 777033 777033 1975 987 988 66548 66548 1058 1058 19303 14604 4699 88884 83197 5687 938500 938500 1027384 83197 944187 -250351 693836 150554 67146 67146 619038 343036 343036 281 436042 590171 559836 7579506 7610666 17100524 4018686 3942737 3736838 12804107 12553756 21807380 0 X 12387399 12387399 416708 166357 12804107 12553756 12804107 12553756 12804107 -250351 12553756 12553756 PUBLICLY TRADED SECURITES P 2020-01-01 2023-12-31 4078153 3750364 327789 327789 344946 9644 9644 9644 17671 17671 8027 8027 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 19514004 481196 0 19995200 19995200 299928 19695272 984764 984764 9644 9644 975120 975120 975120 944187 944187 975120 577479 944187 577479 366708 608412 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 ABOUT FRESH 69 SHIRLEY ST BOSTON MA 02119 N/A PC UNRESTRICTED 10000 ALTERNATIVE ENERGY RESOURCES ORG 32 S EWING ST SUITE 333 HELENA MT 59601 N/A PC DOCUMENTARY 5000 BOYS & GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX ST LOWELL MA 01851 N/A PC CLUB LOVE 20000 BOYS AND GIRLS CLUB MISSOULA 1515-FAIRVIEW-AVE MISSOULA MT 59801 NONE PC BIG BROTHERS/SISTERS 7500 BUILDING AUDACITY 75 ALLEN AVE LYNN MA 01902 N/A PC UNRESTRICTED 10000 CITIZEN SCHOOLS 1 BEACON ST BOSTON MA 02108 N/A PC HANDS ON LEARNING 10000 CLIMATE SMART MISSOULA 103 HICKORY ST MISSOULA MT 59801 N/A PC UNRESTRICTED 20000 COMMON GOOD MSLA 2205 34TH ST MISSOULA MT 59801 N/A PC UNRESTRICTED 20000 COMMUNITY FOOD AND AGRICULTURE PO-BOX-7025 MISSOULA MT 59807 N/A PC WEBSITE 20000 CYCLE KIDS 5-JOHN-F-KENNEDY-ST CAMBRIDGE MA 02138 N/A PC BOOKS 20000 DAYTON CHILDREN'S HOSPITAL 1 CHILDRENS PLAZA DAYTON OH 45404 N/A PC LEADERSHIP MENTAL HEALTH 10000 ECOLOGY PROJECT INTERNATIONAL 315 S 4TH ST E MISSOULA MT 59801 N/A PC UNRESTRICTED 26000 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 RURAL AND TRIBAL SPECIALIST 20000 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 UNRESTRICTED 15000 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 20000 FRIEND'S OF MISSOULA PARKS PO BOX 7051 MISSOULA MT 59807 N/A PC SKATEPARK 5000 FRIENDS OF THE CHILDREN WEST 400 W BROADWAY SUITE 101 PMB 116 MISSOULA MT 59802 N/A PC UNRESTRICTED 50000 FRIENDSHIP WORKS 105 CHAUNCY ST SUITE 801 BOSTON MA 02111 N/A PC UNRESTRICTED 18000 GARDEN CITY HARVEST 1657-RIVER-RD MISSOULA MT 59802 N/A PC GARDENS 20000 GLEN HELEN ASSOCIATION 405 CORRY ST YELLOW SPRINGS OH 45387 N/A PC NATURE PRESERVE 15000 HOMEWORD 1535 LIBERTY LANE NO 116A MISSOULA MT 59808 N/A PC FINANCIAL EDUCATION 20000 HOPE RESCUE MISSION 2811 LATIMER STREET SUITE 223 MISSOULA MT 59808 N/A PC TRUCK / STAFF 50000 IJNR 2453 ATWOOD AVE SUITE 202 MADISON WI 53704 N/A PC UNRESTRICTED 15000 LOVIN' SPOONFULS 1304-COMMONWEALTH-AVE-SU BOSTON MA 02134 N/A PC UNRESTRICTED 35000 MAINE COMMUNITY FOUNDATION 245 MAIN ST ELLSWORTH ME 04605 N/A PC LEWISTON AUBURN RESPONSE 10000 MBHI 5635 SMU BLVD SUITE 104-105 DALLAS TX 75205 N/A PC UNRESTRICTED 20000 MISSOULA CHILDREN'S THEATER 200 N ADAMS ST MISSOULA MT 59802 N/A PC ACCESSIBILITY FUND 15000 MISSOULA FOOD BANK 1720-WYOMING-ST MISSOULA MT 59801 N/A PC EQUITY AUDIT 15000 MISSOULA WRITING COLABORATIVE PO-BOX-9237 MISSOULA MT 59807 N/A PC UNRESTRICTED 15000 MNHC 240 SHOTWELL ST SAN FRANCISCO CA 94110 N/A PC DEI PROGRAM 20000 MOTHER'S MILK BANK OF MT 2825 STOCKYARD RD SUITE C1 MISSOULA MT 59808 N/A PC STAFFING 5000 MSU WARC 580 QUAST LN CORVALLIS MT 59828 N/A PC LAB EQUIPMENT 15000 MT FREE PRESS PO BOX 1425 HELENA MT 59624 N/A PC COMMUNITY REPORTING 20000 MYSTIC RIVER WATERSHED ASSOCIATION 20-ACADEMY-ST-STE-306 ARLINGTON MA 02476 N/A PC GREENWAYS 30000 PARTNERS HOPE FOUNDATION PO BOX 1262 MISSOULA MT 59806 N/A PC HOSPICE CAMPAIGN 50000 POVERELLO CENTER 1110-W-BROADWAY-ST MISSOULA MT 59802 N/A PC BUILDING 25000 RECYCLING WORKS 202 BROOKS ST SUITE 302 MISSOULA MT 59801 N/A PC AMERICORP STAFF 10000 RED WILLOW LEARNING CENTER 825 W KENT AVE MISSOULA MT 59801 N/A PC UNRESTRICTED 15000 THE BRENNAN CENTER 120 BROADWAY SUITE 1750 NEW YORK NY 10271 N/A PC VOTING ACCESS 10000 THE FOOD PROJECT 10-LEWIS-STREET LINCOLN MA 01773 N/A PC LEADERSHIP 25000 TRINITY BOSTON CONNECTS 206 CLARENDON ST BOSTON MA 02116 N/A PC LEADERSHIP TRANSITION 25000 WMCIOPEN AIR PO BOX 8643 MISSOULA MT 59801 N/A PC UNRESTRICTED 15000 YWCA MISSOULA 1800 S 3RD ST W MISSOULA MT 59801 N/A PC WRAP AROUND PROJECT 25000 MISSOULA INTERFAITH COLABORATIVE 202-BROOKS-ST MISSOULA MT 59801 N/A PC STEPPING STONES 12000 938500 14 432087 18 344946 777033 777033 false false false false false false false false false false TAX PREP FEE 1975 987 988 VARIOUS 71231 14395 14395 85626 CORPORATE BONDS 3942737 3736838 CORPORATE STOCK 7610666 17100524 590171 559836 EXPENSES OHIO ATTORNEY GENERAL FILING 200 200 BANK FEES 300 150 150 OTHER ADMINISTRATION EXPENSES 118 59 59 ASSOCIATION OF SMALL FDN 2090 2090 CNTR FOR EFFECTIVE PHILANTHRO 2200 2200 UNCASHED CHECKS INVESTMENT ADVISOR 48558 48558 ADR FEES 198 198 CUSTODIAN FEES 17792 17792 FOREIGN TAX 1058 1058 TAX DEPOSIT