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EIN 91-6530681

Alice Lee Lund Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Great Falls
State
Montana
Year formed
2001
Most recent tax filings
2022-12-01
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
$2,394,640
2022
Total expenses
$2,277,864
2022
Total assets
$11,796,657
2022
Num. employees
1
2022

Grants made by Alice Lee Lund Charitable Trust

GranteeGrant descriptionAmount
Humane Society of Western MontanaCharitable$39,443
University of Montana FoundationEducation$37,000
Child BridgeCharitable$36,050
...and 9 more grants made

Personnel at Alice Lee Lund Charitable Trust

NameTitle
Ron A NelsonTrustee

Financials for Alice Lee Lund Charitable Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$147,042
Net rental income$-33,576
Net gain from sale of non-inventory assets$211,729
Gross sales of inventory$0
Miscellaneous revenues$2,035,869
Total revenues$2,394,640

Form 990s for Alice Lee Lund Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2021-122022-11-14990PFView PDF
2020-122022-04-20990PFView PDF
2020-122021-09-28990PFView PDF
2019-122021-06-10990PFView PDF
...and 8 more Form 990s
Data update history
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
February 4, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
114 3rd St S
Great Falls, MT 59401
Metro area
Great Falls, 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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