Lillehei Family Charitable Foundation Agency
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.
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.
Ready to take the next step with Lillehei Family Charitable Foundation Agency?
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
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 46 grants of 52 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of MN Foundation Minneapolis, MN | Program Support | $135,000 |
| Brighter Days Grief Ctr Eden Prairie, MN | Program Support | $12,500 |
| Bakken Museum Minneapolis, MN | Program Support | $12,000 |
| Agate Housing and Services Minneapolis, MN | General Program Support | $10,000 |
| New Hope Peru Yorkville, NY | Program Support | $10,000 |
| Crescent Cove Minneapolis, MN | General Support | $10,000 |
| Team Heart Inc Milton, MA | Program Support | $10,000 |
| Magnum Chorum Minneapolis, MN | General Operating Fund | $10,000 |
| University of Colorado Foundation Aurora, CO | Program Support | $10,000 |
| Sky High Hope Camp Lone Tree, CO | Program 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 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- 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
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.
Here's the math on researching Lillehei Family Charitable Foundation Agency by hand.
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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}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lillehei Family Charitable Foundation Agency's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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