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EIN 91-6530681

Alice Lee Lund Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
3
City
Great Falls
State
Montana
Year formed
2001
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Alice Lee Lund Charitable Trust is a private foundation that primarily funds charitable programs, hospital care, education, and charities. Last year, they made 18 grants to various organizations such as the University of Montana Foundation. The trust is located in Great Falls, MT.
Total revenues
$1,533,075
2023
Total expenses
$1,362,598
2023
Total assets
$12,194,670
2023
Num. employees
3
2023

Grants made by Alice Lee Lund Charitable Trust

GranteeGrant descriptionAmount
Child BridgeCharitable$215,000
Humane Society of Western MontanaCharitable$68,208
Yellowstone Boys and Girls Ranch FoundationCharitable$47,000
...and 8 more grants made

Personnel at Alice Lee Lund Charitable Trust

NameTitleCompensation
Mark PyattChief Investment Officer$62,821

Financials for Alice Lee Lund Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$287,983
Net rental income$9,700
Net gain from sale of non-inventory assets$276,252
Gross sales of inventory$0
Miscellaneous revenues$959,140
Total revenues$1,533,075

Form 990s for Alice Lee Lund Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-15990PFView PDF
2021-122022-11-14990PFView PDF
2020-122022-04-20990PFView PDF
2020-122021-09-28990PFView PDF
...and 9 more Form 990s

Organizations like Alice Lee Lund Charitable Trust

OrganizationLocationRevenue
Karpeles Manuscript LibraryLake Mary, FL$3,305,761
The Joseph and Mercedes Mcmicking FoundationSan Francisco, CA$468,083
Barra FoundationPhiladelphia, PA$4,472,640
The Ray Charles FoundationLos Angeles, CA$2,927,861
The Mary Duke Biddle Foundation Missionpost PMB #101Durham, NC$1,918,788
Rockwell FundHouston, TX$1,929,971
Indaba FoundationNew York, NY$640,069
If FoundationWashington, DC$2,204,589
Leading CitiesMelrose, MA$595,077
The Marilyn Lichtman FoundationWantagh, NY$741,811
Data update history
January 21, 2025
Updated personnel
Identified 1 new personnel
January 8, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 7, 2024
Updated personnel
Identified 1 new personnel
December 26, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsAccepts online donations
General information
Address
114 3rd St S
Great Falls, MT 59401
Metro area
Great Falls, MT
County
Cascade County, MT
Website URL
alicelundtrust.org/ 
Phone
(406) 761-3000
IRS details
EIN
91-6530681
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2001
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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