Open Foundations · Montana

Alice Lee Lund Charitable Tr

Great Falls, Montana · EIN 916530681. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $822K across 14 grants in 2024, a median of $22K each.

All Montana foundations · All states

$822K
paid in 2024
14
grants paid
$22K
median grant
1%
to first-time recipients
$12.2M
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
RON A NELSON
Address
114 3RD ST S, GREAT FALLS, MT, 59401
Phone
4067613000
Email
Not stated in the filing
Form the request should take
REQUESTS SHOULD BE SUBMITTED ONLINE AT WWW.ALICELUNDTRUST.ORG
Submission deadline
QUARTERLY
Restrictions on awards
GEOGRAPHIC AREA - THE STATE OF MONTANA, TIPP CITY, OHIO, AND WESTERN NORTH DAKOTA. CHARITABLE TYPE ACTIVITIES FOCUSED IN EDUCATION, HEALTHCARE, RELIEF OF POVERTY, PUBLIC SERVICES, AND ANIMAL WELFARE - PARTICULAR EMPHASIS ON ORGANIZATIONS THAT SIGNIFICANTLY IMPACT CHILDREN'S LIVES, AND IN HEALTHCARE, ORGANIZATIONS SERVING CANCER PATIENTS AND FAMILIES, AND END-OF-LIFE CARE.

As filed on the Form 990-PF for tax year 2024, IRS filing object id 202543219349103239. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The filing states only a general purpose, with nothing specific enough to pull out as recurring language.

Biggest grants in 2024

All 14 grants paid in 2024, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1Partners in Hope FoundationMT$250,000CHARITABLE
2Warriors & Quiet Waters Foundation IncMT$250,000CHARITABLE
3Humane Society of Western MontanaMT$71,973CHARITABLE
4Yellowstone Boys and Girls Ranch FoundationMT$53,000CHARITABLE
5Great Falls Rescue MissionMT$40,000CHARITABLE
6University of Montana FoundationMT$27,000EDUCATION
7Children's Oncology Camp FoundationMT$25,000CHARITABLE - CAMP MAK-A-DREAM
8Alliance for YouthMT$20,000CHARITABLE
9Benefis Health System FoundationMT$20,000CHARITABLE - CAMP FRANCIS
10Montana Outreach ClinicWA$15,109CHARITABLE
11Community Health PartnersMT$15,000CHARITABLE
12Montana Ffa FoundationMT$15,000CHARITABLE
13Family Promise of Great Falls IncMT$12,500CHARITABLE
14Mountain Home Montana IncMT$7,500CHARITABLE

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
202021$877K
202118$1.3M
202215$1.3M
202314$783K
202414$822K

Where the money went

Share of 2024 grant dollars by recipient state
Montana93%
Washington7%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Front Range Law PllcTRUST ADMINISTRATOR · 2024
Ron NelsonTRUSTEE · 2024

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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