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Alice Lee Lund Charitable Trust at a glance

· Private foundation

Alice Lee Lund Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$822k
Granted FY2024still arriving
14
Grants FY2024still arriving
2
States reached
$250k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% 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
02FY2024 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $8k
  • $10k–50k9 grants · $190k
  • $50k–250k2 grants · $125k
  • $250k+2 grants · $500k
$25,000
Median grant
2
States reached
$12M
Total assets
Largest grants
RecipientAmount
PARTNERS IN HOPE FOUNDATION$250,000
WARRIORS & QUIET WATERS FOUNDATION INC$250,000
HUMANE SOCIETY OF WESTERN MONTANA$71,973
YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION$53,000
GREAT FALLS RESCUE MISSION$40,000
UNIVERSITY OF MONTANA FOUNDATION$27,000
CHILDREN'S ONCOLOGY CAMP FOUNDATION$25,000
BENEFIS HEALTH SYSTEM FOUNDATION$20,000
ALLIANCE FOR YOUTH$20,000
Individual grant recipient$15,109
COMMUNITY HEALTH PARTNERS$15,000
MONTANA FFA FOUNDATION$15,000
FAMILY PROMISE OF GREAT FALLS INC$12,500
MOUNTAIN HOME MONTANA INC$7,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $875k) land where the poverty rate runs at 15%, against an area that typically sits at 12%. 88% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION: $40k → 9%CHILD BRIDGE INC: $215k → 18%YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION: $36k → 9%CHILD BRIDGE INC: $60k → 18%YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION: $25k → 9%CHILD BRIDGE INC: $60k → 18%CHILD BRIDGE INC: $50k → 18%CHILD BRIDGE INC: $36k → 18%CHILD BRIDGE INC: $15k → 18%MOUNTAIN HOME MONTANA INC: $8k → 9%GREAT FALLS RESCUE MISSION: $100k → 14%GREAT FALLS RESCUE MISSION: $40k → 14%GREAT FALLS RESCUE MISSION: $40k → 14%GREAT FALLS RESCUE MISSION: $30k → 14%GREAT FALLS RESCUE MISSION: $25k → 14%GREAT FALLS RESCUE MISSION: $25k → 14%GREAT FALLS RESCUE MISSION: $25k → 14%GREAT FALLS RESCUE MISSION: $25k → 14%GREAT FALLS SCOTTISH RITE CHILDHOOD LANGUAGE DISORDERS CLINIC INC: $10k → 14%GREAT FALLS SCOTTISH RITE CHILDHOOD LANGUAGE DISORDERS CLINIC INC: $5k → 14%GREAT FALLS SCOTTISH RITE CHILDHOOD LANGUAGE DISORDERS CLINIC INC: $5k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$8.5M · 27 repeat orgs$84k to everyone else

Grantees it renews have grown median revenue +25% since the first grant, against +18% for those funded once.

27 repeat relationships: 13 still active in FY2024, 14 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
9

Total granted

$8.5M
$76k

Median revenue growth · since first grant

+25%
+18%

Still filing today

93%
56%

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $8k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
HealthHuman ServicesEducationPhilanthropyAnimalsYouth DevelopmentOther
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.

Backed again, and grew

  • HS
    HUMANE SOCIETY OF WESTERN MONTANA
    8× · 2017–2024 · $512k · revenue +88%
  • CB
    CHILD BRIDGE INC
    6× · 2018–2023 · $436k · revenue +181%
  • WQ
    WARRIORS & QUIET WATERS FOUNDATION INC
    7× · 2017–2024 · $303k · revenue +219%

Funded once

  • MF
    MONTANA FOOD BANK NETWORK INC
    one grant, 2023 · $25k · revenue +2%
  • MS
    MONTANA SCHOOL FOR THE DEAF AND BLIND FOUNDATION
    one grant, 2019 · $12k · revenue +24%
  • AH
    AMERICAN HEART ASSOCIATION
    one grant, 2018 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Montana Hospital Association

Montana hospital association is the principal advocate for the interests of members in their efforts to improve the health status of the communities they serve.

—
2
Great Falls Clinic Legacy Foundation

The great falls clinic legacy foundation brings hope and healing to great falls and surrounding communities

Health
3
Montana Healthcare Foundation
Philanthropy
4
Partnership Health Center Inc

Partnership health center ensures that accessible, comprehensive primary healthcare is provided to the medically underserved population in our region, through a partnership of community resources.

—
5
Montana Chamber of Commerce

To create and sustain an optimal business climate, business prosperity and a strong montana economy through advocacy, education and collaboration, working to provide an empowered and educated workforce, reduce business growth obstacles,…

—
6
Partnership for Children

To provide therapeutic care and support for the safe and healthy development of children and families.

Human Services
7
Regional West Health Services

Health care services for the people of western nebraska and eastern wyoming.

Health
8
The Montana Land Reliance

The mission of the montana land reliance (mlr) is to partner with landowners to provide permanent protection for private lands that are significant for agricultural production, fish and wildlife habitat, and open space.

Environment
9
Mental Health Center of Boulder County Inc

Partnering to improve quality of life as a nonprofit organization dedicated to mental health and wellness. healing is our purpose, help is our promise, health is our passion.

—
10
Missoula Community Foundation

To enhance community vitality by inspiring community giving and strengthening nonprofits

Community Improvement
11
Confluence Public Health Alliance

None

Health
12
Ronald McDonald House Charities of Western Montana

Keeping families with a sick child/children close to the care and resources they need, when it matters the most.

Health
How this is measured
The grantee most central to the portfolio’s shape is Great Falls Public Library Foundation; the most unlike its peers is My Neighbor in Need. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

31 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 31 of the 37 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
31/31
Grantees still filing
22/31
Grew since first funded

Where the money sits, by cause and then by grantee

THE UNIVERSITY OF MONTANA FOUNDATION: $4,881,000 · EducationTHE UNIVERSITY OF MONTANA FOUNDATION+1 more: $100,000 · EducationPARTNERS HOPE FOUNDATION: $500,000 · HealthPARTNERS HOPE …WARRIORS & QUIET WATERS FOUNDATION INC: $303,394 · HealthWARRIORS & QUI…PARTNERS IN HOME CARE INC: $124,350 · HealthPARTNERS IN HO…BENEFIS HEALTH SYSTEM FOUNDATION INC: $114,000 · HealthBENEFIS HEALTH…CHI HEALTH CONNECT AT HOME - FARGO: $60,000 · HealthCHI HEALTH CON…+1 more: $2,500 · HealthCHILD BRIDGE INC: $436,050 · Human ServicesCHILD BRIDGE…GREAT FALLS RESCUE MISSION: $310,000 · Human ServicesGREAT FALLS …YELLOWSTONE BOYS AND GIRLS RANCH FOUNDAT: $201,000 · Human ServicesYELLOWSTONE …+2 more: $27,500 · Human ServicesHUMANE SOCIETY OF WESTERN MONTANA: $512,174 · AnimalsTIPP CITY PUBLIC LIBRARY: $80,000 · OtherALLIANCE FOR YOUTH INC: $75,000 · OtherCOMMUNITY HEALTH PARTNERS INC: $75,000 · OtherMy Neighbor in Need: $58,700 · OtherIndividual grant recipient: $37,054 · OtherGREAT FALLS PUBLIC LIBRARY FOUNDATION: $26,000 · OtherIntermountain Deaconess Childrens Services: $20,000 · OtherFAMILY PROMISE OF GREAT FALLS: $47,944 · OtherTRIGG - C M RUSSELL FOUNDATION INC: $35,000 · OtherMONTANA FOOD BANK NETWORK INC: $25,000 · OtherNEIGHBORHOOD HOUSING SERVICES INC OF GF: $20,526 · Other+10 more: $86,400 · OtherCHILDRENS ONCOLOGY CAMP FOUNDATION: $217,500 · Recreation & SportsMONTANA FFA FOUNDATION INC: $168,000 · Youth Development
Education$4,981,000Health$1,104,244Human Services$974,550Animals$512,174Other$586,624Recreation & Sports$217,500Youth Development$168,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Fou…First Interstate Banc…Town Pump Charitable …Dennis & Phyllis Wash…Otto Bremer TrustM J Murdock Charitabl…Sample Foundation IncGianforte Family Char…Zeller-Knowles Founda…Browning Kimball Foun…Treacy FoundationOakland Family Founda…
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.

How much its grantees rely on government

Each dot is one organization Alice Lee Lund Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Alice Lee Lund Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    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.

    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

    Play a game based on Alice Lee Lund’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home