The Montana State Capitol

Form 990-PFTax year 2024EIN 91-6530681

Alice Lee Lund Charitable Trust

A private foundation in Great Falls, MT. Its return for tax year 2024 lists 14 grants and $822,082 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
Quarterly
Restrictions
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.

Contact person, phone, mailing address and application materials on file. See them with a plan.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $822,082

    Grants listed
    14
    Assets, end of year
    $12,216,495
  • Tax year 2023

    $782,853

    Grants listed
    14
    Assets, end of year
    $12,194,670
  • Tax year 2022

    $1,252,706

    Grants listed
    15
    Assets, end of year
    $11,796,657
  • Tax year 2021

    $1,287,625

    Grants listed
    18
    Assets, end of year
    $11,362,708
  • Tax year 2020

    $876,722

    Grants listed
    21
    Assets, end of year
    $10,685,898
  • Tax year 2019

    $1,164,854

    Grants listed
    18
    Assets, end of year
    $10,615,952
  • Tax year 2018

    $1,079,510

    Grants listed
    18
    Assets, end of year
    $9,588,620

Grants paid in 2024

14 grants, largest first

As listed on the return.

  1. Warriors & Quiet Waters Foundation IncBozeman, MT

    Charitable

    $250,000
  2. Partners in Hope FoundationMissoula, MT

    Charitable

    $250,000
  3. Humane Society of Western MontanaMissoula, MT

    Charitable

    $71,973
  4. Yellowstone Boys and Girls Ranch FoundationBillings, MT

    Charitable

    $53,000
  5. Great Falls Rescue MissionGreat Falls, MT

    Charitable

    $40,000
  6. University of Montana FoundationMissoula, MT

    Education

    $27,000
  7. Children's Oncology Camp FoundationMissoula, MT

    Charitable - camp mak-a-dream

    $25,000
  8. Alliance for YouthGreat Falls, MT

    Charitable

    $20,000
  9. Benefis Health System FoundationGreat Falls, MT

    Charitable - camp francis

    $20,000
  10. Montana Outreach ClinicSpokane, WA

    Charitable

    $15,109
  11. Community Health PartnersLivingston, MT

    Charitable

    $15,000
  12. Montana FFA FoundationColumbus, MT

    Charitable

    $15,000
  13. Family Promise of Great Falls IncGreat Falls, MT

    Charitable

    $12,500
  14. Mountain Home Montana IncMissoula, MT

    Charitable

    $7,500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health2 grants $270,00052% of the total
  2. Human services3 grants $100,50019% of the total
  3. Animals1 grant $71,97314% of the total
  4. Education1 grant $27,0005% of the total
  5. Sports and recreation1 grant $25,0005% of the total
  6. Youth development1 grant $15,0003% of the total
  7. 1 other causes1 grant $12,5002% of the total

By State

Grants to organizations with a US address, latest year.

  1. Montana13 grants $806,973
  2. Washington1 grant $15,109

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Ron NelsonTRUSTEE Hours 3.22Pay $0
  • Front Range Law PLLCTRUST ADMINISTRATOR Hours 16.46Pay $209,085

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Tillie S Patterson Memorial FoundationGreat Falls, MT 11 grants Preselected only $652,581 giving
  2. Foundation for Community VitalityBillings, MT 36 grants Preselected only $413,434 giving
  3. Barkett Family Foundation IncBozeman, MT 1 grant Preselected only $393,153 giving
  4. Fred L Hartley Family FoundationBigfork, MT 20 grants Preselected only $392,500 giving
  5. Charles M Bair Memorial Trust US Bank Trust DeptBillings, MT 40 grants Accepts applications $1,769,525 giving