Alice Lee Lund Charitable Tr
- Assets
- $0.0
- Revenue
- $2.6m
- Investments
- $10.3m
- Employees
- 0
- Location
- Great Falls, MT
- Founding
- 04/2001
- Data as of
- 12/2021
- EIN
- 91-6530681
Organization Overview
Alice Lee Lund Charitable Tr is located in Great Falls, MT. The organization was established in 2001. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alice Lee Lund Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Alice Lee Lund Charitable Tr generated $2.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.6% each year. All expenses for the organization totaled $2.0m during the year ending 12/2021. While expenses have increased by 11.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Alice Lee Lund Charitable Tr has awarded 151 individual grants totaling $9,950,087. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $15 |
| Dividends & Interest | $480,330 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,502,358 |
| Total Revenue | $2,649,423 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $102,346 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $717,465 |
| Contributions, gifts, grants paid | $1,287,625 |
| Total expenses and disbursements | $2,005,090 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $187,399 |
| Investments—mortgage loans | $0 |
| Investments—other | $10,264,926 |
| Other assets | $309,626 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Alice Lee Lund Charitable Tr has awarded $1,252,706 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
GREAT FALLS SCOTTISH RITE CHILDHOOD LANGUAGE DISORDERS CLINIC INC PURPOSE: CHARITABLE | $5,000 |
CARROLL COLLEGE PURPOSE: CHARITABLE | $25,000 |
UNIVERSITY OF MONTANA FOUNDATION PURPOSE: EDUCATION | $37,000 |
CHILD BRIDGE INC PURPOSE: CHARITABLE | $36,050 |
GREAT FALLS RESCUE MISSION PURPOSE: CHARITABLE | $25,000 |
COMMUNITY HEALTH PARTNERS PURPOSE: CHARITABLE | $15,000 |