Funder DirectoryALICE LEE LUND CHARITABLE TRUST
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Private foundation (trust)EIN 916530681Est. 2001-04

ALICE LEE LUND CHARITABLE TRUST

GREAT FALLS, MT 59401

Accepts unsolicited proposals

Total Assets

$29.4M

FY 2023

Annual Giving

$783K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$56K

FY 2023

Grant Range

$5K–$250K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$1.5M

Total Expenses

$1.4M

Qualifying Distributions

$897K

Distributable Amount

$1.4M

Min. Investment Return

$1.4M

Payout rate 65%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.65%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $5K through median $25K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $1.3M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

50 grants

UNIVERSITY OF MONTANA FOUNDATION-ALI AUDITORIUM
$997K
1 grant
UNIVERSITY OF MONTANA FOUNDATION
$489K
3 grants
CHILD BRIDGE INC
$311K
3 grants
PARTNERS IN HOPE FOUNDATION
$250K
1 grant
HUMANE SOCIETY OF WESTERN MONTANA
$234K
3 grants
GREAT FALLS RESCUE MISSION
$80K
3 grants
MONTANA FFA FOUNDATION
$62K
3 grants
COMMUNITY HEALTH PARTNERS
$50K
3 grants

Grant Size Distribution

50 grants

<$10K
17
grants
$10–50K
26
grants
$50–250K
5
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

3 states

Montana
$2.9M
98% of total
Ohio
$25K
1% of total
Washington
$22K
1% of total

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ALICE LEE LUND CHARITABLE TRUST — Grants, Financials & Contact | Grantivo