Livingston Community Trust Inc
Livingston Community Trust Inc is a private foundation focused on Community Improvement & Capacity Building, based in Livingston, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $875K in total assets. In 2025, it awarded 3 grants totaling $21K. Net investment income was $28K.
Key facts about Livingston Community Trust Inc
In short: Livingston Community Trust Inc gave $21K across 3 grants in 2025 (avg $7K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- EIN
- 36-4098542
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $21,050
- Grants made (2025)
- 3
- Average grant
- $7,017
- Median grant
- $4,550
- Total assets
- $875,477
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$875K
+0.8% YoY
Annual Giving
$21K
+42.0% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$7K
-5.4% YoY
Under IRS private-foundation payout rules, Livingston Community Trust Inc reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How Livingston Community Trust Inc gives
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Open Grants
1 open opportunity from Livingston Community Trust Inc
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $15K (2024) to $35K (2023). In 2025 it made 3 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Aspen ($15K). Together the top 3 received $21K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Aspen Livingston, MT | Remodel | $15,000 |
| Park County Senior Center Livingston, MT | Health Equipment | $4,550 |
| Livingston Elks Lodge Livingston, MT | Defibulator | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $875,477 | $868,313 | $853,093 |
| Revenue | $31,568 | $34,492 | $25,475 |
| Expenses | $24,404 | $19,272 | $39,114 |
| Qualifying Distributions | $21,050 | $14,827 | $35,000 |
| Net Investment Income | $28,214 | $30,047 | $21,361 |
| Distributable Amount | $21,682 | $26,979 | $7,398 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 26, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Livingston Community Trust Inc is led by John Sullivan, President on every filing since 2020; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Sullivan
President
On filings since 2020
No compensation reported
Mark Pesa
Trustee
On filings since 2020
No compensation reported
Karrie Kahle
Trustee
On filings since 2021
No compensation reported
Adam Stern
Trustee
On filings since 2023
No compensation reported
Mike Storey
Trustee
New on the 2025 filing
No compensation reported
Robert Jovick
Secretary
On filings since 2020
No compensation reported
Marcene Huson
Treasurer
On filings since 2023
2 hrs/week
No compensation reported
Former officers (7)
- Former: Clint Tinsley (2020–2024) — Trustee
- Former: John Bailey (2020–2024) — Vice President
- Former: Marleen Anderson (2020–2024) — Recording Se
- Former: Tom Davis (2020–2024) — Trustee
- Former: Beverly Harris (2020–2022) — Treasurer
- Former: Vicki Blakeman (2020–2022) — Trustee
- Former: Warren Mabie (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Livingston Community Trust Inc
How much does Livingston Community Trust Inc give each year?
Livingston Community Trust Inc gave $21K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 2 grants.
What is Livingston Community Trust Inc's typical grant size?
Livingston Community Trust Inc's median grant in 2025 was $4,550, and its average grant was $7,017, across 3 grants on its 2025 IRS Form 990-PF.
Where does Livingston Community Trust Inc give grants?
Livingston Community Trust Inc gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Livingston, MT (3 grants).
Does Livingston Community Trust Inc give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Livingston Community Trust Inc's 2025 IRS Form 990-PF were described as general or operating support.
How large is Livingston Community Trust Inc?
Livingston Community Trust Inc reported $875K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $22K (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 is Livingston Community Trust Inc?
Livingston Community Trust Inc is a private foundation focused on Community Improvement & Capacity Building, based in Livingston, MT. It holds $875K in total assets as of 2025.
What is Livingston Community Trust Inc's EIN?
Livingston Community Trust Inc's EIN (Employer Identification Number) is 36-4098542. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Livingston Community Trust Inc by hand.
Explore Open Grants
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