The Giving Tree Foundation

LOVELAND, CO EIN: 87-4119869

The Giving Tree Foundation is a private foundation focused on Religion Related, based in LOVELAND, CO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $122K in total assets. In 2024, it made $33K in qualifying distributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$122K

+6.3% YoY

Revenue

$41K

+53.3% YoY

Qualifying Distributions

$33K

+22.4% YoY

Expenses

$34K

+22.2% YoY

Under IRS private-foundation payout rules, The Giving Tree Foundation reported a distributable amount of $189 for 2024 — the minimum it must pay out in qualifying distributions.

About The Giving Tree Foundation

Based on IRS filings

The Giving Tree Foundation is a private foundation focused on Religion Related, based in LOVELAND, CO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $122K in total assets. In 2024, it made $33K in qualifying distributions.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AuroraFort CollinsIndianapolisKansas CityLovelandPearlandSan DiegoWestmimster

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$99K$132K2021202220232024
Metric202420232022
Total Assets$122,415$115,155$116,050
Revenue$41,168$26,850
Expenses$33,908$27,745$3,950
Qualifying Distributions$32,911$26,895$3,000
Net Investment Income
Distributable Amount$189$32$2,982

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$13K$20K$27K0 grants20211 grants20228 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Kyle R LundyPresident10
Tate E LundyVice President5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Giving Tree Foundation?

The Giving Tree Foundation is a private foundation focused on Religion Related, based in LOVELAND, CO. It holds $122K in total assets as of 2024.

How large is The Giving Tree Foundation?

As of 2024, The Giving Tree Foundation holds $122K in total assets with $41K in annual revenue.

Where does The Giving Tree Foundation operate?

The Giving Tree Foundation has awarded grants in California, Colorado, Indiana, Missouri, Texas.

How much is The Giving Tree Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Giving Tree Foundation reported a distributable amount of $189 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Giving Tree Foundation's EIN?

The Giving Tree Foundation's EIN (Employer Identification Number) is 87-4119869. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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