Alice Lee Lund Charitable Trust

Foundation · Grantmaker GREAT FALLS, MT EIN: 91-6530681 Website

The Alice Lee Lund Charitable Trust is a private foundation established in 2001 and based in Great Falls, Montana. The trust was created to honor the legacy and vision of its founder, Alice Lee Lund, who sought to create a lasting charitable institution. The organization operates with a commitment to supporting various charitable causes and communities, with a particular focus on Montana and Washington.

Key facts about Alice Lee Lund Charitable Trust

EIN: 91-6530681
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $822,082
Grants made (2024): 14
Average grant: $58,720
Median grant: $22,500
Total assets: $12,216,495
Primary geography: Montana (98% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated June 2026.

Who Alice Lee Lund Charitable Trust funds

By grant dollars, the top recipient states for Alice Lee Lund Charitable Trust's 14 itemized 2024 grants were Montana (98%). The most frequent recipient cities were Missoula, MT (5 grants), Great Falls, MT (4 grants) and Bozeman, MT (2 grants). None of its 14 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (11 grants).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.2M

+0.2% YoY

Annual Giving

$822K

+5.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$59K

+5.0% YoY

Under IRS private-foundation payout rules, Alice Lee Lund Charitable Trust reported a distributable amount of $1.5M for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The trust's guiding principle is reflected in Alice Lee Lund's own words: "Do good things." The foundation supports a broad range of charitable sectors, including:

Health
End of Life Care
Animal Welfare
Public Service
Education
Relief of Poverty

The trust does not restrict itself to specific subject areas, indicating a potentially broad philanthropic approach across multiple charitable domains.

Grantmaking

The Alice Lee Lund Charitable Trust made 18 grants in 2024, with total giving of $822,082. Recent grant recipients include:

Your AI grants department

Ready to take the next step with Alice Lee Lund Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

The trust primarily funds charitable programs and organizations in Montana and Washington. Specific cities where the trust has funded projects include Bigfork, Billings, Bozeman, Great Falls, Helena, Livingston, Missoula, and Spokane.

Grant Distribution by State

Montana $807K (98%)

Washington $15K (2%)

Share of all 14 itemized 2024 grant dollars.

States

Montana Ohio Washington

Cities

Great FallsMissoulaBozemanHelenaLivingstonBigforkBillingsSpokaneTipp City

Financial History

Multi-year comparison from IRS filings

As of 2024:

Total Assets: $12,216,495
Total Revenues: $1,305,659
Total Expenses: $1,453,976
Total Giving: $822,082

The trust maintains substantial assets and demonstrates consistent annual philanthropic activity.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$12,216,495	$12,194,670	$11,796,657
Revenue	$1,305,659	$1,533,075	$2,394,640
Expenses	$1,453,976	$1,362,598	$2,277,864
Qualifying Distributions	$959,274	$897,376	$1,329,604
Net Investment Income	$946,865	$1,214,882	$1,562,158
Distributable Amount	$1,454,672	$1,380,986	$1,340,073

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

82 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Warriors & Quiet Waters Foundation Inc ($250,000), Partners in Hope Foundation ($250,000), Humane Society of Western Montana ($71,973).

Recipient	Purpose	Amount
WARRIORS & QUIET WATERS FOUNDATION INC BOZEMAN, MT	CHARITABLE	$250,000
PARTNERS IN HOPE FOUNDATION MISSOULA, MT	CHARITABLE	$250,000
HUMANE SOCIETY OF WESTERN MONTANA MISSOULA, MT	CHARITABLE	$71,973
YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION BILLINGS, MT	CHARITABLE	$53,000
GREAT FALLS RESCUE MISSION GREAT FALLS, MT	CHARITABLE	$40,000
UNIVERSITY OF MONTANA FOUNDATION MISSOULA, MT	EDUCATION	$27,000
CHILDREN'S ONCOLOGY CAMP FOUNDATION MISSOULA, MT	CHARITABLE - CAMP MAK-A-DREAM	$25,000
ALLIANCE FOR YOUTH GREAT FALLS, MT	CHARITABLE	$20,000
BENEFIS HEALTH SYSTEM FOUNDATION GREAT FALLS, MT	CHARITABLE - CAMP FRANCIS	$20,000
MONTANA OUTREACH CLINIC SPOKANE, WA	CHARITABLE	$15,109

Leadership & Key People

Leadership team and compensation from IRS filings

Key personnel include:

Ron Nelson – Trustee (serves voluntarily)
Mark Pyatt – Chief Investment Officer
Front Range Law PLLC – Trust Administrator

The trust operates with a staff of 2 employees.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RON NELSON	TRUSTEE	3.22	—
FRONT RANGE LAW PLLC	TRUST ADMINISTRATOR	16.46	$209,085

Contact Information

Address: 114 3rd Street South, Great Falls, MT 59401-3615

Phone: 406-761-3000

Website: www.alicelundtrust.org

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Alice Lee Lund Charitable Trust fund?

The trust's guiding principle is reflected in Alice Lee Lund's own words: "Do good things." The foundation supports a broad range of charitable sectors, including: • Health • End of Life Care • Animal Welfare • Public Service • Education • Relief of Poverty The trust does not restrict itself to specific subject areas, indicating a potentially broad philanthropic approach across multiple charitable domains.

How do I apply for a grant from Alice Lee Lund Charitable Trust?

The Alice Lee Lund Charitable Trust made 18 grants in 2024, with total giving of $822,082. Recent grant recipients include: • Warriors and Quiet Waters Foundation ($250,000) • Humane Society of Western Montana ($71,973) • Yellowstone Boys and Girls Ranch Foundation ($53,000) • University of Montana Foundation Typical grant awards range from $1,000 to $996,875. The trust is open to new applicants.

Where does Alice Lee Lund Charitable Trust make grants?

What size grants does Alice Lee Lund Charitable Trust award?

In 2024, Alice Lee Lund Charitable Trust awarded 14 grants totaling $822K — an average of about $59K per grant, based on its IRS Form 990 filings.

How much is Alice Lee Lund Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alice Lee Lund Charitable Trust reported a distributable amount of $1.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alice Lee Lund Charitable Trust's EIN?

Alice Lee Lund Charitable Trust's EIN (Employer Identification Number) is 91-6530681. IRS Form 990 filing data is available on this page for 2020–2024.