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
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:
Ready to take the next step with Alice Lee Lund Charitable Trust?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Alta Sanders Irrev Trust Dtd 1809
BILLINGS, MT
Assets
$595K
Grants
2
Total Given
$27K
Redemption Farm Rescue
VICTOR, MT
Assets
—
Grants
0
Total Given
—
Humanities Montana
MISSOULA, MT
Assets
$425K
Grants
8
Total Given
$79K
Mary Alice Fortin Foundation for Youth
BILLINGS, MT
Assets
$263K
Grants
7
Total Given
$17K
Walter & Frances Green Charitable Trust
BILLINGS, MT
Assets
—
Grants
36
Total Given
$56K
Louise E Senft
GREAT FALLS, MT
Assets
$77K
Grants
3
Total Given
$5K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Alice Lee Lund Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities