Livingston Community Trust Inc

Private foundation · Grantmaker Livingston, MT EIN: 36-4098542

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

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

Livingston

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2020 2 grants2021 0 grants2022 2 grants2023 2 grants2024 3 grants2025

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

Aspen: $15KAspen$15KPark County Senior Center: $5KPark County Senior Center$5KLivingston Elks Lodge: $2KLivingston Elks Lodge$2K

The largest 2025 recipient was Aspen ($15K). Together the top 3 received $21K.

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Aspen Livingston, MTRemodel$15,000
Park County Senior Center Livingston, MTHealth Equipment$4,550
Livingston Elks Lodge Livingston, MTDefibulator$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 26, 2026)
  7. 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.

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