Lokken O'Dea II Family Foundation
Lokken O'Dea II Family Foundation is a private foundation, based in Holland, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $415K in total assets. In 2024, it awarded 4 grants totaling $30K. Net investment income was $11K.
Lokken O'Dea II Family Foundation at a glance
In short: Lokken O'Dea II Family Foundation gave $30K across 4 grants in 2024 (avg $8K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $30,000
- +20.0% vs 2023
- Grants made (2024)
- 4
- -20.0% vs 2023
- Average grant
- $7,500
- +50.0% vs 2023
- Median grant
- $5,000
- Total assets
- $414,852
- +13.4% vs 2023
- Primary geography
- Michigan (67% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lokken O'Dea II Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Hope College ($15K). Together the top 4 received $30K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Lokken O'Dea II Family Foundation gives
- Giving fell 25% from 2021 to 2024. Method
- In 2024 it paid out 148% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $25K (2023) to $40K (2021). In 2024 it made 4 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hope College Holland, MI | General Support | $15,000 |
| Children International Kansas City, MO | General Support | $5,000 |
| Harbor Humance Society MI West Olive, MI | General Support | $5,000 |
| Humanityshare Org Chicago, IL | General Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $414,852 | $85,964 | $43,536 | $30,000 | 4 | $30,000 | $10,964 | $20,281 |
| 2023 | $365,743 | $17,001 | $36,646 | $25,000 | 5 | $25,000 | $13,660 | $17,866 |
| 2022 | $385,338 | $56,645 | $39,974 | $26,000 | 4 | $26,000 | $13,593 | $17,553 |
| 2021 | $368,800 | $69,937 | $48,005 | $40,000 | 6 | $40,000 | $19,120 | $18,047 |
| 2020 | $346,868 | $64,652 | $41,875 | $35,000 | 4 | — | $13,617 | $16,248 |
Under IRS private-foundation payout rules, Lokken O'Dea II Family Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lokken O'Dea II Family Foundation is led by Wendy Lokken, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Wendy Lokken
President
On filings since 2020
No compensation reported
Michael John O'Dea II
Treasurer
On filings since 2020
No compensation reported
Norton Lokken
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lokken O'Dea II Family Foundation
How much does Lokken O'Dea II Family Foundation give each year?
Lokken O'Dea II Family Foundation gave $30K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 5 grants.
What is Lokken O'Dea II Family Foundation's typical grant size?
Lokken O'Dea II Family Foundation's median grant in 2024 was $5,000, and its average grant was $7,500, across 4 grants on its 2024 IRS Form 990-PF.
Where does Lokken O'Dea II Family Foundation give grants?
Lokken O'Dea II Family Foundation gives mostly in Michigan: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Missouri (17%) and Illinois (17%).
Does Lokken O'Dea II Family Foundation give general operating support?
Yes: 100% of Lokken O'Dea II Family Foundation's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Lokken O'Dea II Family Foundation?
Lokken O'Dea II Family Foundation reported $415K in total assets on its 2024 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).
What is Lokken O'Dea II Family Foundation's EIN?
Lokken O'Dea II Family Foundation's EIN (Employer Identification Number) is 82-3677057. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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