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Montana · Private foundation

Alice Lee Lund Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$822k
Granted FY2024(still arriving)
14
Grants FY2024
14
Organizations funded FY2023
21%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$25,000
Largest grant, FY2024
$250,000
Organizations funded a year
13 to 21
FY2017 to FY2023
States reached, FY2024
2
Total assets, FY2024
$12M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 21% of the organizations Alice Lee Lund Charitable Trust funded were first-time grantees, receiving 38% of its grant dollars.

New vs renewed · share of each year

In FY2023, 62% of grant dollars renewed an existing relationship; $297k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Human ServicesHealthPhilanthropyRecreation & SportsEducationReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving14$822k7%
FY202314$783k21%
FY202214$1.3M7%
FY202117$1.3M6%
FY202021$877k33%
FY201918$1.2M28%
FY201818$1.1M33%
FY201713$1.3Mn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$5.1MHealth$1.3MHuman Services$1.1MAnimals$512kFood & Nutrition$210kYouth Development$75kHousing & Shelter$69kArts & Culture$45kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 32 grantees

What it could do for these grantees

Plus 5 recipients with no EIN on record ($54k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Alice Lee Lund Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetThe University of Montana Foundation: $4,881,000 over 8y, 1.9% of budgetHumane Society of Western Montana: $512,174 over 8y, 11% of budgetPartners Hope Foundation: $500,000 over 2y, 19% of budgetChild Bridge Inc: $436,050 over 6y, 7.4% of budgetGreat Falls Rescue Mission: $310,000 over 8y, 2.7% of budgetWarriors & Quiet Waters Foundation Inc: $303,394 over 7y, 2.4% of budgetChildrens Oncology Camp Foundation: $217,500 over 5y, 5.3% of budgetYellowstone Boys and Girls Ranch Foundat: $201,000 over 5y, 0.5% of budgetMontana FFA Foundation Inc: $168,000 over 8y, 6.6% of budgetPartners in Home Care Inc: $124,350 over 4y, 0.2% of budgetBenefis Health System Foundation Inc: $114,000 over 7y, 0.5% of budgetCarroll College: $100,000 over 4y, 0.0% of budgetAlliance for Youth Inc: $75,000 over 3y, 3.7% of budgetCommunity Health Partners Inc: $75,000 over 5y, 0.2% of budgetChi Health Connect at Home - Fargo: $60,000 over 3y, 0.2% of budgetMy Neighbor in Need: $58,700 over 5y, 15% of budgetFamily Promise of Great Falls: $47,944 over 3y, 9.8% of budgetTrigg - C M Russell Foundation Inc: $35,000 over 7y, 0.1% of budgetGreat Falls Public Library Foundation: $26,000 over 2y, 3.9% of budgetMontana Food Bank Network Inc: $25,000 over 1y, 0.1% of budgetNeighborhood Housing Services Inc of Gf: $20,526 over 2y, 1.0% of budgetIntermountain Deaconess Childrens Services: $20,000 over 2y, 0.1% of budgetGreat Falls Scottish Rite Childhood Language Disorders Clinic: $20,000 over 3y, 2.1% of budgetGreat Falls Public Schools Foundation: $19,394 over 3y, 0.3% of budgetGreat Falls Community Food Bank Inc: $16,576 over 2y, 0.6% of budgetMontana School for the Deaf and Blind Foundation: $12,104 over 1y, 2.9% of budgetLewis & Clark Foundation: $10,000 over 1y, 4.0% of budgetBillings Clinic Foundation: $10,000 over 1y, 0.1% of budgetMountain Home Montana Inc: $7,500 over 1y, 0.1% of budgetPancreatic Cancer Action Network Inc: $2,500 over 1y, 0.0% of budgetCascade County Law Clinic: $1,800 over 2y, 2.7% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 31.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Montana Community Foundation IncMT41.8× affinity18 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Montana Community Foundation Inc · First Interstate BancSystem Foundation Inc · Town Pump Charitable Foundation · Dennis & Phyllis Washington Foundation · Otto Bremer Trust · M J Murdock Charitable Trust · Sample Foundation Inc · Gianforte Family Charitable Trust · Zeller-Knowles Foundation Inc · Browning Kimball Foundation · Treacy Foundation · Oakland Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Alice Lee Lund Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Alice Lee Lund Charitable Trust?

Find your warmest path to Alice Lee Lund Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Alice Lee Lund Charitable Trust

How much does Alice Lee Lund Charitable Trust give?
Alice Lee Lund Charitable Trust reported 14 grants totaling $822,082 in its FY2024 IRS filing. It funded between 13 and 21 organizations a year over FY2017 to FY2023.
What does Alice Lee Lund Charitable Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (60%), Health (16%), Human Services (13%).
Who are Alice Lee Lund Charitable Trust's largest grantees?
By total granted over FY2017 to FY2024: The University of Montana Foundation ($4.9M), Humane Society of Western Montana ($512k), Partners Hope Foundation ($500k).
Does Alice Lee Lund Charitable Trust fund new organizations?
In FY2023, 21% of the organizations it funded were first-time grantees.
Does Alice Lee Lund Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Alice Lee Lund Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Montana Community Foundation Inc, First Interstate BancSystem Foundation Inc, Town Pump Charitable Foundation.
Where is Alice Lee Lund Charitable Trust based?
Alice Lee Lund Charitable Trust is based in MT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 37 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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