Alice Lee Lund Charitable Trust
The Alice Lee Lund Charitable Trust is a private foundation based in Great Falls, Montana. It supports charitable organizations selected by its Trustee, with a stated focus on education, healthcare, relief of poverty, public services, and animal welfare.
Alice Lee Lund Charitable Trust at a glance
In short: Alice Lee Lund Charitable Trust gave $822K across 14 grants in 2024 (avg $59K), mostly in Montana. 7% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $822,082
- +5.0% vs 2023
- Grants made (2024)
- 14
- +0.0% vs 2023
- Average grant
- $58,720
- +5.0% vs 2023
- Median grant
- $22,500
- Total assets
- $12,216,495
- +0.2% vs 2023
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2024; small sample)
- Primary geography
- Montana (98% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Alice Lee Lund Charitable Trust
- How to Apply
-
Requests should be submitted online. The filing lists Ron A. Nelson as the contact and states that the Trust does not restrict giving to preselected organizations. Restrictions include the stated geographic areas and charitable activities described under Mission & Focus Areas.
- Review Cycle
- Quarterly.
- Deadline
- Quarterly.
- Contact
Application contact: Ron A Nelson
Mailing address: 114 3Rd St S, Great Falls, MT 59401
Phone: (406) 761-3000
Website: https://alicelundtrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Alice Lee Lund Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Warriors & Quiet Waters Foundation Inc ($250K). Together the top 10 received $772K.
Grant Size Distribution
82 grants across all recorded years
The most common grant size was under $50K: 67 grants of 82 (82%).
Geographic Focus
Where this funder awards grants
The Trust states that it focuses its distributions on charitable organizations located in or serving Montana, Tipp City, Ohio, and western North Dakota. In 2024, 98% of grant dollars went to recipients in Montana and 2% to recipients in Washington.
Grant Distribution by State
Share of 2024 grant dollars across all 14 itemized grants.
States
Cities
Is Alice Lee Lund Charitable Trust open to new grantees?
7%
first-time grantees, 2024
In 2024, 1 of 14 grantees (7%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $8K; repeat grants $63K. How we count
Medians: $8K first-time, $25K repeat.
- 71% of 2024 grantees were also funded in 2023. Method
- Giving fell 36% from 2021 to 2024. Method
- In 2024 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $783K (2023) to $1.3M (2021). In 2024 it made 14 grants totaling $822K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Alice Lee Lund Charitable Trust?
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 | $12,216,495 | $1,305,659 | $1,453,976 | $822,082 | 14 | $959,274 | $946,865 | $1,454,672 |
| 2023 | $12,194,670 | $1,533,075 | $1,362,598 | $782,853 | 14 | $897,376 | $1,214,882 | $1,380,986 |
| 2022 | $11,796,657 | $2,394,640 | $2,277,864 | $1,252,706 | 15 | $1,329,604 | $1,562,158 | $1,340,073 |
| 2021 | $11,362,708 | $2,649,423 | $2,005,090 | $1,287,625 | 18 | $1,333,661 | $2,063,289 | $713,867 |
| 2020 | $10,685,898 | $1,126,737 | $1,444,080 | $876,722 | 21 | — | $860,396 | $606,759 |
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 September 2026.
Mission & Focus Areas
The Trust focuses on organizations whose programs or projects address education, healthcare, relief of poverty, public services, or animal welfare. Outside animal welfare, it places particular emphasis on organizations whose work significantly affects children. In healthcare, it focuses on organizations serving cancer patients and their families, and on end-of-life care.
Its 2024 grantees illustrate these areas. For example, Warriors & Quiet Waters Foundation says it helps post-9/11 combat veterans and their loved ones through nature-based experiences and programs. Camp Mak-A-Dream, operated by Children’s Oncology Camp Foundation, says it provides medically supervised, cost-free experiences for people and families affected by cancer. Great Falls Rescue Mission describes itself as caring for hungry, hurting, and homeless people in north-central Montana. The Humane Society of Western Montana says it works to help pets and people thrive through adoption, education, training, and veterinary services.
Grantmaking
In 2024, the Trust awarded 14 grants totaling $822,082. Grants ranged from $7,500 to $250,000, with a median award of $22,500. The two largest awards were $250,000 each to Warriors & Quiet Waters Foundation and Partners in Hope Foundation. Other notable grants included $71,973 to Humane Society of Western Montana, $53,000 to Yellowstone Boys and Girls Ranch Foundation, and $40,000 to Great Falls Rescue Mission.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Ron Nelson as Trustee and Front Range Law PLLC as Trust Administrator.
Alice Lee Lund Charitable Trust's 2024 filing lists 2 officers; 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Ron Nelson
Trustee
On filings since 2023
3.2 hrs/week
No compensation reported
Front Range Law Pllc
Trust Administrator
On filings since 2023
16.5 hrs/week
$216K (2023) → $209K (2024)
Former officers (2)
- Former: Ron Nelsonchurch Harris Johnson W. (2022) — Trustee
- Former: Ron A. Nelsonchurch Harris Johnson (2020–2021) — Trustee
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $209K, to Front Range Law PLLC (Trust Administrator).
Frequently asked questions about Alice Lee Lund Charitable Trust
How much does Alice Lee Lund Charitable Trust give each year?
Alice Lee Lund Charitable Trust gave $822K across 14 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $783K across 14 grants.
What is Alice Lee Lund Charitable Trust's typical grant size?
Alice Lee Lund Charitable Trust's median grant in 2024 was $22,500, and its average grant was $58,720, across 14 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Alice Lee Lund Charitable Trust that year got $8K on average.
Where does Alice Lee Lund Charitable Trust give grants?
Alice Lee Lund Charitable Trust gives mostly in Montana: 98% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Missoula, MT (5 grants), Great Falls, MT (4 grants) and Bozeman, MT (2 grants).
Does Alice Lee Lund Charitable Trust give general operating support?
Not in 2024: none of the 14 grants with a stated purpose on Alice Lee Lund Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (11 grants).
Who are Alice Lee Lund Charitable Trust's largest grantees?
Alice Lee Lund Charitable Trust's largest 2024 grantees include Warriors & Quiet Waters Foundation Inc ($250,000), Partners in Hope Foundation ($250,000) and Humane Society of Western Montana ($71,973), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Alice Lee Lund Charitable Trust?
Alice Lee Lund Charitable Trust reported $12.2M in total assets on its 2024 IRS Form 990-PF. It paid out $959K in qualifying distributions that year, against a required minimum of $1.5M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Alice Lee Lund Charitable Trust fund?
The Trust focuses on organizations whose programs or projects address education, healthcare, relief of poverty, public services, or animal welfare. Outside animal welfare, it places particular emphasis on organizations whose work significantly affects children. See mission & focus areas ↑
How do I apply for a grant from Alice Lee Lund Charitable Trust?
Requests should be submitted online. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Alice Lee Lund Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
First Interstate BancSystem Foundation
Billings, MT
The First Interstate BancSystem Foundation funds poverty reduction, youth development, financial education, and community development, as well as civic, arts, education, health, human services, and sustainability efforts in communities served by First Interstate Bank across 10 states. Its 2025 grants had a median award of $2,500, though amounts varied widely; the stated minimum grant is $2,500. Organizations can submit grant requests online, which are traditionally reviewed monthly, but grants must be recommended by a local First Interstate branch.
Assets
$19.2M
Grants
767
Total Given
$5.0M
Montana Community Foundation Inc
Helena, MT
Montana Community Foundation funds nonprofits and community projects in education, culture, economic vitality, land, resilience, and health, primarily benefiting Montana communities. Its 2025 grants had a median of about $12,500; amounts ranged from about $5,000 to $442,000, while its Community Investment Program offers grants up to $50,000 for eligible projects in three counties. Applicants can apply through listed opportunities, but the profile does not state whether unsolicited requests are accepted.
Assets
$215.5M
Grants
316
Total Given
$7.7M
Dennis & Phyllis Washington Foundation
Missoula, MT
The Foundation supports education, health and human services, arts and culture, and community service, with an emphasis on direct services for underserved people in Montana and areas where The Washington Companies operate. Its 2024 grants ranged from $242 to $5 million, with a median award of $10,000; it does not state whether it accepts unsolicited requests.
Assets
$1.1B
Grants
547
Total Given
$50.0M
M J Murdock Charitable Trust
Vancouver, WA
The M.J. Murdock Charitable Trust funds nonprofit capacity-building and projects in arts and culture, civic and community services, education, health and environmental stewardship, and scientific research across Alaska, Idaho, Montana, Oregon, and Washington. Its 2024 median grant was $87,000, with awards ranging from $4,000 to about $1.55 million. Eligible organizations can submit a Letter of Inquiry; full applications are by invitation.
Assets
$2.0B
Grants
797
Total Given
$116.6M
Otto Bremer Trust
St. Paul, MN
The Otto Bremer Trust funds organizations and projects addressing community needs and opportunities, including health care and social services, in Minnesota, Montana, North Dakota, and Wisconsin. In 2025, grants ranged from $3,500 to $4.2 million, with a median of $150,000. It does not accept unsolicited requests or direct grant applications; Community Responsive Fund grants are offered through selected intermediaries.
Assets
$1.4B
Grants
180
Total Given
$57.2M
Gianforte Family Charitable Trust
Bozeman, MT
The trust funds Montana nonprofits focused on youth and disadvantaged people’s education, faith-based family strengthening, and recovery or restoration for people affected by substance abuse, trafficking, or incarceration. Its 2024 median grant was $10,000, though awards ranged widely; it also offers church and school outreach grants of up to $3,300. It does not accept unsolicited requests and funds work in Montana or that directly affects Montanans.
Assets
$231.1M
Grants
256
Total Given
$12.1M
More similar funders
More Funders in Montana
Cite this profile
Grantable. (2026). Alice Lee Lund Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/alice-lee-lund-charitable-trust-morg_b71c9dd8f02749e399b2c919459fdb34
BibTeX
@misc{grantable_916530681_2026,
author = {{Grantable}},
title = {{Alice Lee Lund Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alice-lee-lund-charitable-trust-morg_b71c9dd8f02749e399b2c919459fdb34},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alice Lee Lund Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Alice Lee Lund Charitable Trust down — hundreds of funders to go?