Nonprofit · EIN 41-2009840
LILLEHEI FAMILY CHARITABLE FOUNDATION
Tax-exempt · ST PAUL, MN 55101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $315,594 | $289,579 | $26,015 | $3,699,588 | $0 | $3,699,588 |
| December 31, 2024 | 990-PF | $326,615 | $263,006 | $63,609 | $3,673,537 | $0 | $3,673,537 |
| December 31, 2023 | 990-PF | $155,104 | $242,033 | -$86,929 | $3,618,650 | $0 | $3,618,650 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $112,944
- Net gain from sales of assets
- $202,650
Expenses
- Grants and similar amounts paid
- $236,500
- Compensation of officers, directors and key employees
- $44,259
- Disbursements for charitable purposes
- $240,951
- Excise tax on investment income
- $3,649
Balance sheet and other
- Total assets, start of year
- $3,673,537
- Total assets, end of year
- $3,699,588
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,699,588
- Fair market value of assets
- $4,715,454
- Qualifying distributions
- $240,951
- Net investment income
- $315,594
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CETERA TRUST COMPANY 400 ROBERT ST N, ST PAUL, MN 55101 | AGENT | 40 | $44,259 |
| KEVIN LILLEHEI 4275 HONEY LOCUST DRIVE, ENGLEWOOD, CO 80113 | BOARD MEMBER | 0 | $0 |
| TROY LOKEN 3934 WELCOME, ROBBINSDALE, MN 55422 | PRESIDENT | 0 | $0 |
| KIMBERLE LOKEN 1739 DODGE, DULUTH, MN 55811 | BOARD MEMBER | 0 | $0 |
| CRAIG LILLEHEI 16 CRAFTSLAND ROAD, CHESTNUT HILL, MA 02467 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CETERA TRUST COMPANY 400 ROBERT ST N, ST PAUL, MN 55101 | AGENT | 40 | $42,593 |
| KEVIN LILLEHEI 4275 HONEY LOCUST DRIVE, ENGLEWOOD, CO 80113 | BOARD MEMBER | 0 | $0 |
| TROY LOKEN 3934 WELCOME, ROBBINSDALE, MN 55422 | PRESIDENT | 0 | $0 |
| KIMBERLE LOKEN 1739 DODGE, DULUTH, MN 55811 | BOARD MEMBER | 0 | $0 |
| CRAIG LILLEHEI 16 CRAFTSLAND ROAD, CHESTNUT HILL, MA 02467 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CETERA TRUST COMPANY 400 ROBERT ST N, ST PAUL, MN 55101 | AGENT | 40 | $40,092 |
| KEVIN LILLEHEI 4275 HONEY LOCUST DRIVE, ENGLEWOOD, CO 80113 | BOARD MEMBER | 0 | $0 |
| TROY LOKEN 3934 WELCOME, ROBBINSDALE, MN 55422 | PRESIDENT | 0 | $0 |
| KIMBERLE LOKEN 1739 DODGE, DULUTH, MN 55811 | BOARD MEMBER | 0 | $0 |
| CRAIG LILLEHEI 16 CRAFTSLAND ROAD, CHESTNUT HILL, MA 02467 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 ROBERT ST NORTH, ST PAUL, MN 55101-2098
- In care of
- % KATHERINE R LILLEHEI
- Signed the 990-PF
- TROY LOKEN, PRESIDENT
- Phone
- (651) 628-2661
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-2009840
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,699,588
- Income (IRS master file)
- $1,500,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $315,594 | $289,579 | $3,699,588 | IRS |
| 990-PF | December 2024 | $326,615 | $263,006 | $3,673,537 | IRS |
| 990-PF | December 2023 | $155,104 | $242,033 | $3,618,650 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-2009840).
Questions about LILLEHEI FAMILY CHARITABLE FOUNDATION
- What is the EIN of LILLEHEI FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LILLEHEI FAMILY CHARITABLE FOUNDATION is 41-2009840.
- Is LILLEHEI FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LILLEHEI FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILLEHEI FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLEHEI FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILLEHEI FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LILLEHEI FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $44,259 (CETERA TRUST COMPANY, AGENT).
- How much revenue does LILLEHEI FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $315,594, expenses of $289,579 and total assets of $3,699,588 at year end.
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