Lillehei Family Charitable Foundation Agency

Private foundation · Grantmaker St. Paul, MN EIN: 41-2009840

Lillehei Family Charitable Foundation Agency is a private foundation based in St. Paul, Minnesota. In 2025, it gave $236,500 in grants to 12 organizations, with most grant dollars going to recipients in Minnesota.

Key facts about Lillehei Family Charitable Foundation Agency

In short: Lillehei Family Charitable Foundation Agency gave $237K across 12 grants in 2025 (avg $20K), mostly in Minnesota. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
41-2009840
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$236,500
Grants made (2025)
12
Average grant
$19,708
Median grant
$10,000
New grantees (estimate)
17% first-time grantees (2 of 12, 2025; small sample)
Total assets
$3,699,588
Primary geography
Minnesota (83% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.7M

+0.7% YoY

Annual Giving

$237K

+10.5% YoY

Grant Count

12

+0.0% YoY

Avg Grant Size

$20K

+10.5% YoY

Under IRS private-foundation payout rules, Lillehei Family Charitable Foundation Agency reported a distributable amount of $221K for 2025 — the minimum it must pay out in qualifying distributions.

Is Lillehei Family Charitable Foundation Agency open to new grantees?

17%

first-time grantees, 2025

In 2025, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $73K; repeat grants $9K. How we count

Medians: $73K first-time, $10K repeat.

  • 75% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+18%). Method
  • In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s own mission is not stated in the available information. Its 2025 grants included support for organizations whose stated work spans children and families, health and grief support, housing and poverty-related services, and arts and faith-based music. For example, Crescent Cove says it supports children and young adults with shortened life expectancies and their families; Sky High Hope Camp describes a Colorado summer camp for children and teens affected by cancer and their siblings; and The Lift Garage says it provides low-cost car repair and connects customers with community resources.

Grantmaking

In 2025, the foundation made 12 grants totaling $236,500. Grants ranged from $2,000 to $135,000, with a median grant of $10,000. Its largest listed grant was $135,000 to the University of Minnesota Foundation for program support. Other listed grants included $12,500 to Brighter Days Grief Center and $12,000 to the Bakken Museum, both for program support; $10,000 each to Agate Housing and Services, New Hope Peru, Crescent Cove, Team Heart, Magnum Chorum, the University of Colorado Foundation, and Sky High Hope Camp; and $5,000 to The Lift Garage.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

In 2025, recipients in Minnesota received 83% of grant dollars. Recipients in Colorado received 8%, while those in New York and Massachusetts each received 4%.

Grant Distribution by State

5states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

MinneapolisEden PrairieSt. PaulMiltonAuroraLone TreeYorkvilleChicagoDuluthKeenesburgWayzata

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K7 grants2020 9 grants2021 9 grants2022 10 grants2023 12 grants2024 12 grants2025

From 2020 to 2025, annual grant giving ranged from $200K (2022) to $239K (2021). In 2025 it made 12 grants totaling $237K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of MN Foundation: $135KUniversity of MN Foundation$135KBrighter Days Grief Ctr: $13KBrighter Days Grief Ctr$13KBakken Museum: $12KBakken Museum$12KAgate Housing and Services: $10KAgate Housing and Services$10KNew Hope Peru: $10KNew Hope Peru$10KCrescent Cove: $10KCrescent Cove$10KTeam Heart Inc: $10KTeam Heart Inc$10KMagnum Chorum: $10KMagnum Chorum$10KUniversity of Colorado Foundation: $10KUniversity of ColoradoFoundation$10KSky High Hope Camp: $10KSky High Hope Camp$10K

The largest 2025 recipient was University of MN Foundation ($135K). Together the top 10 received $230K.

Grant Size Distribution

52 grants across all recorded years

46<$50K1$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 52 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of MN Foundation Minneapolis, MNProgram Support$135,000
Brighter Days Grief Ctr Eden Prairie, MNProgram Support$12,500
Bakken Museum Minneapolis, MNProgram Support$12,000
Agate Housing and Services Minneapolis, MNGeneral Program Support$10,000
New Hope Peru Yorkville, NYProgram Support$10,000
Crescent Cove Minneapolis, MNGeneral Support$10,000
Team Heart Inc Milton, MAProgram Support$10,000
Magnum Chorum Minneapolis, MNGeneral Operating Fund$10,000
University of Colorado Foundation Aurora, COProgram Support$10,000
Sky High Hope Camp Lone Tree, COProgram Support$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,699,588 $315,594 $289,579 $236,500
2024 $3,673,537 $326,615 $263,006 $214,000
2023 $3,618,650 $155,104 $242,033 $200,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,699,588$3,673,537$3,618,650
Revenue$315,594$326,615$155,104
Expenses$289,579$263,006$242,033
Qualifying Distributions$240,951$218,461$204,034
Net Investment Income$262,540$281,093$104,774
Distributable Amount$220,949$209,306$197,446

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Kevin Lillehei, Craig Lillehei, and Kimberle Loken as board members; Troy Loken as president; and Cetera Trust Company as agent.

Lillehei Family Charitable Foundation Agency is led by Troy Loken, President on every filing since 2020; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Troy Loken

    President

    On filings since 2020

    No compensation reported

  • Cetera Trust Company

    Agent

    On filings since 2023

    40 hrs/week

    $40K (2023) → $44K (2025)

  • Craig Lillehei

    Board Member

    On filings since 2020

    No compensation reported

  • Kevin Lillehei

    Board Member

    On filings since 2020

    No compensation reported

  • Kimberle Loken

    Board Member

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Securian Trust Company (2020–2022) — Agent

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Cetera Trust Company — Agent: $44KCetera Trust CompanyAgent$44K

The highest reported compensation on the 2025 filing was $44K, to Cetera Trust Company (Agent).

Contact

Mailing address: 400 Robert St North, St Paul, MN 55101-2098
Phone: (651) 628-2661

Frequently asked questions about Lillehei Family Charitable Foundation Agency

How much does Lillehei Family Charitable Foundation Agency give each year?

Lillehei Family Charitable Foundation Agency gave $237K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $214K across 12 grants.

What is Lillehei Family Charitable Foundation Agency's typical grant size?

Lillehei Family Charitable Foundation Agency's median grant in 2025 was $10,000, and its average grant was $19,708, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lillehei Family Charitable Foundation Agency that year got $73K on average.

Where does Lillehei Family Charitable Foundation Agency give grants?

Lillehei Family Charitable Foundation Agency gives mostly in Minnesota: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (8%). The most frequent recipient cities were Minneapolis, MN (6 grants).

Does Lillehei Family Charitable Foundation Agency give general operating support?

Yes: 33% of Lillehei Family Charitable Foundation Agency's 2025 grants with a stated purpose (4 of 12) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Program Support" (7 grants).

Who are Lillehei Family Charitable Foundation Agency's largest grantees?

Lillehei Family Charitable Foundation Agency's largest 2025 grantees include University of MN Foundation ($135,000), Brighter Days Grief Ctr ($12,500) and Bakken Museum ($12,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Lillehei Family Charitable Foundation Agency?

Lillehei Family Charitable Foundation Agency reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $241K in qualifying distributions that year, against a required minimum of $221K (roughly 5% of its investment assets).

What does Lillehei Family Charitable Foundation Agency fund?

The foundation’s own mission is not stated in the available information. Its 2025 grants included support for organizations whose stated work spans children and families, health and grief support, housing and poverty-related services, and arts and faith-based music. See mission & focus areas ↑

How do I apply for a grant from Lillehei Family Charitable Foundation Agency?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Lillehei Family Charitable Foundation Agency's EIN?

Lillehei Family Charitable Foundation Agency's EIN (Employer Identification Number) is 41-2009840. IRS Form 990 filing data is available on this page for 2020–2025.

Does Lillehei Family Charitable Foundation Agency accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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Cite this profile

Grantable. (2026). Lillehei Family Charitable Foundation Agency funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/lillehei-family-charitable-foundation-agency-morg_a3701f7b805c45c3afcc979ea7ebdab0

BibTeX
@misc{grantable_412009840_2026,
  author       = {{Grantable}},
  title        = {{Lillehei Family Charitable Foundation Agency funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/lillehei-family-charitable-foundation-agency-morg_a3701f7b805c45c3afcc979ea7ebdab0},
  note         = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}

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