Alice Lee Lund Charitable Trust
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.
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
14
+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.
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:
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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
States
Cities
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.
| 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 include Warriors & Quiet Waters Foundation Inc ($250,000), Partners in Hope Foundation ($250,000), Humane Society of Western Montana ($71,973).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE FOR YOUTH GREAT FALLS, MT | CHARITABLE | $20,000 |
| BENEFIS HEALTH SYSTEM FOUNDATION GREAT FALLS, MT | CHARITABLE - CAMP FRANCIS | $20,000 |
| CHILDREN'S ONCOLOGY CAMP FOUNDATION MISSOULA, MT | CHARITABLE - CAMP MAK-A-DREAM | $25,000 |
| COMMUNITY HEALTH PARTNERS LIVINGSTON, MT | CHARITABLE | $15,000 |
| GREAT FALLS RESCUE MISSION GREAT FALLS, MT | CHARITABLE | $40,000 |
| HUMANE SOCIETY OF WESTERN MONTANA MISSOULA, MT | CHARITABLE | $71,973 |
| MONTANA FFA FOUNDATION BOZEMAN, MT | CHARITABLE | $15,000 |
| UNIVERSITY OF MONTANA FOUNDATION MISSOULA, MT | EDUCATION | $27,000 |
| WARRIORS & QUIET WATERS FOUNDATION INC BOZEMAN, MT | CHARITABLE | $250,000 |
| FAMILY PROMISE OF GREAT FALLS INC GREAT FALLS, MT | CHARITABLE | $12,500 |
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
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?
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.
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.
Explore Open Grants
Browse active grant opportunities in Alice Lee Lund Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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