FundersMontana

Alice Lee Lund Charitable Trust

Great Falls, MT · EIN 91-6530681. Reported 61 grants totalling $4,145,266 to 25 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$22,944median grant
$4,145,266granted, 2021-2024
25organizations funded
67%of grantees funded again the next year
$30.6Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Alice Lee Lund Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $22,944. Half of everything it gave fell between $12,500 and $40,000; the smallest was $1,000 and the largest $996,875. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
2 grants
$5,000 - $10,000
7 grants
$10,000 - $25,000
22 grants
$25,000 - $50,000
18 grants
$50,000 - $100,000
6 grants
$100,000 and Up
6 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
University of Montana Foundation-Ali AuditoriumMissoula, MT$1,812,500222022
Partners in Hope FoundationMissoula, MT$500,000222024
Child Bridge IncBigfork, MT$311,050332023
Warriors & Quiet Waters Foundation IncBozeman, MT$263,394332024
Humane Society of Western MontanaMissoula, MT$262,624442024
Yellowstone Boys and Girls Ranch FoundationBillings, MT$140,000332024
University of Montana FoundationMissoula, MT$138,000442024
Great Falls Rescue MissionGreat Falls, MT$130,000442024
Alliance for YouthGreat Falls, MT$70,000222024
Montana FFA FoundationBozeman, MT$67,500442024
Children's Oncology Camp FoundationMissoula, MT$65,500222024
Benefis Health System FoundationGreat Falls, MT$60,000332024
Community Health PartnersLivingston, MT$55,000442024
Carroll CollegeHelena, MT$50,000222022
Family Promise of Great Falls IncGreat Falls, MT$47,944332024
My Neighbor in NeedGreat Falls, MT$41,200222023
Montana Outreach ClinicSpokane, WA$37,054222024
Montana Food Bank NetworkMissoula, MT$25,000112023
IntermountainHelena, MT$20,000222022
Trigg Cm Russell Foundation IncGreat Falls, MT$15,000332023
Great Falls Community Food BankGreat Falls, MT$10,000112022
Great Falls Scottish Rite Childhood Language Disorders Clinic IncGreat Falls, MT$10,000222022
Mountain Home Montana IncMissoula, MT$7,500112024
Great Falls Public Schools FoundationGreat Falls, MT$5,000112021
Great Falls Public Library FoundationGreat Falls, MT$1,000112022

20 of 25 (80%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 67%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 42 grants where we could identify the organization. These are assigned categories, not our guesses.

Human Services
11 grants
Health Care
8 grants
Education
6 grants
Animal Welfare
4 grants
Youth Development
4 grants
Religion
3 grants
Recreation & Sports
2 grants

Giving by year

Tax yearGrantsTotalMedian grant
202118$1,287,625$22,500
202215$1,252,706$21,000
202314$782,853$25,000
202414$822,082$22,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 99% of this one's giving went to organizations in Montana. If you are outside its footprint, that matters more than how well your programme fits.

Montana
$4.1M
Washington
$37K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

First Interstate Bancsystem Foundation15 shared recipientsFidelity Investments Charitable Gift Fund14 shared recipientsMontana Community Foundation Inc13 shared recipientsDennis & Phyllis Washington Foundation12 shared recipientsAmerican Online Giving Foundation Inc11 shared recipientsM J Murdock Charitable Trust10 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $22,944. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Montana.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Alice Lee Lund Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 114 3RD St S, Great Falls, MT, 59401. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 91-6530681 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.