Llewellyn Family Foundation
- Assets
- $59.1m
- Revenue
- $5.3m
- Investments
- $56.0m
- Employees
- 0
- Location
- New York, NY
- Founding
- 02/2018
- Data as of
- 12/2021
- EIN
- 38-4004143
Organization Overview
Llewellyn Family Foundation is located in New York, NY. The organization was established in 2018. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Llewellyn Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Llewellyn Family Foundation generated $5.3m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 17.8% each year . All expenses for the organization totaled $3.9m during the year ending 12/2021. While expenses have increased by 0.1% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Llewellyn Family Foundation has awarded 32 individual grants totaling $9,488,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Maurice Sonnenberg Director, Vice President | 2 | $0 | |
Edward Lewis Director, Treasurer | 2 | $0 | |
Alexandra Llewellyn Clancy Director, President, Chairperson | 2 | $0 | |
Donald F Mchenry Director, Secretary | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Jpmorgan Chase Bank Na | 12/30/21 | $239,851 |
Rockefeller Philanthropy Advisors | 12/30/21 | $59,541 |
Pkf O'connor Davies Llp | 12/30/21 | $90,078 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $739 |
| Dividends & Interest | $1,984,299 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,293,016 |
| Capital Gain Net Income | $3,293,016 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $425 |
| Total Revenue | $5,278,479 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $76,462 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $56,993 |
| Total operating and administrative expenses | $576,618 |
| Contributions, gifts, grants paid | $3,285,000 |
| Total expenses and disbursements | $3,861,618 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,086,061 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $49,959,331 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $59,134,047 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Llewellyn Family Foundation has awarded $5,085,000 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
HOT BREAD KITCHEN LTD PURPOSE: GENERAL OPERATING SUPPORT | $1,100,000 |
New York, NY PURPOSE: TO SUPPORT A WELLNESS EDUCATION CENTER WHICH SEEKS TO BUILD EDUCATION & AWARENESS ABOUT KIDNEY HEALTH | $700,000 |
VILLAGE ACADEMIES NETWORK INC PURPOSE: TO SUPPORT THE HARLEM VILLAGE ACADEMY'S COLLEGE ACCESS AND SUCCESS PROGRAMS | $550,000 |
New York, NY PURPOSE: TO SUPPORT A WELLNESS EDUCATION CENTER WHICH SEEKS TO BUILD EDUCATION & AWARENESS ABOUT KIDNEY HEALTH | $400,000 |
New York, NY PURPOSE: FOR GENERAL OPERATING SUPPORT INCLUDING EXPANSION OF CAREER FLUENCY PROGRAM | $300,000 |
Philadelphia, PA PURPOSE: GENERAL OPERATING SUPPORT | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Fund For Charitable Giving Pittsburgh, PA | $174,176,180 | $114,342,351 |
Hope For Youth Inc Amityville, NY | $10,865,800 | $14,335,992 |
Lauren And Lee Fixel Family Foundation Inc New York, NY | $40,185,371 | $21,974,777 |
Joy In Childhood Foundation Inc Canton, MA | $7,582,989 | $8,931,292 |
Joint Council For Economic Opportunity Of Clinton & Franklin Plattsburgh, NY | $5,357,972 | $10,698,049 |
Health Management Group Ltd Getzville, NY | $13,266,135 | $8,802,636 |
Roy Lichtenstein Foundation New York, NY | $85,182,586 | $2,378,185 |
Mccance Foundation Tr North Scituate, MA | $91,930,926 | $3,999,038 |
Childrens Dyslexia Centers Inc Lexington, MA | $70,604,540 | $15,265,584 |
North Central Area Agency On Aging Inc Hartford, CT | $1,856,134 | $6,505,484 |
Hampton Classic Horse Show Inc Bridgehampton, NY | $1,702,497 | $4,948,481 |
Peggy Mcgrath Rockefeller Foundation New York, NY | $16,278,993 | $1,905,197 |