Nonprofit · EIN 91-6530681
ALICE LEE LUND CHARITABLE TR
Tax-exempt · GREAT FALLS, MT 59401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,305,659 | $1,453,976 | -$148,317 | $12,216,495 | $0 | $12,216,495 |
| December 31, 2023 | 990-PF | $1,533,075 | $1,362,598 | $170,477 | $12,194,670 | $0 | $12,194,670 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $461,315
- Interest
- $101
- Net rental income
- -$7,579
- Net gain from sales of assets
- $109,628
- Other income
- $734,615
Expenses
- Grants and similar amounts paid
- $822,082
- Compensation of officers, directors and key employees
- $209,085
- Salaries, compensation and benefits (total)
- $150,000
- Disbursements for charitable purposes
- $959,274
- Excise tax on investment income
- $13,161
Balance sheet and other
- Total assets, start of year
- $12,194,670
- Total assets, end of year
- $12,216,495
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,216,495
- Fair market value of assets
- $30,574,052
- Qualifying distributions
- $959,274
- Net investment income
- $1,310,838
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRONT RANGE LAW PLLC 114 3RD ST S, GREAT FALLS, MT 59401 | TRUST ADMINISTRATOR | 16.46 | $209,085 |
| MARK PYATT 114 3RD ST S, GREAT FALLS, MT 59401 | CHIEF INVESTMENT OFF Highest-paid employee | 30 | $150,000 |
| RON NELSON 114 3RD ST S, GREAT FALLS, MT 59401 | TRUSTEE | 3.22 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRONT RANGE LAW PLLC 114 3RD ST S, GREAT FALLS, MT 59401 | TRUST ADMINISTRATOR | 13.79 | $215,503 |
| MARK PYATT 114 3RD ST S, GREAT FALLS, MT 59401 | CHIEF INVESTMENT OFF Highest-paid employee | 40 | $62,821 |
| RON NELSON 114 3RD ST S, GREAT FALLS, MT 59401 | TRUSTEE | 3.3 | $0 |
Address and contacts
- Address (IRS master file)
- 114 3RD ST S, GREAT FALLS, MT 59401-3615
- Signed the 990-PF
- RON A NELSON, TRUSTEE
- Phone
- (406) 761-3000
- Website
- WWW.ALICELUNDTRUST.ORG
- Return prepared by
- PINION LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-6530681
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $12,216,495
- Income (IRS master file)
- $4,178,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,305,659 | $1,453,976 | $12,216,495 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,533,075 | $1,362,598 | $12,194,670 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-6530681).
Questions about ALICE LEE LUND CHARITABLE TR
- What is the EIN of ALICE LEE LUND CHARITABLE TR?
- The employer identification number (EIN) of ALICE LEE LUND CHARITABLE TR is 91-6530681.
- Is ALICE LEE LUND CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ALICE LEE LUND CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE LEE LUND CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE LEE LUND CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALICE LEE LUND CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALICE LEE LUND CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $209,085 (FRONT RANGE LAW PLLC, TRUST ADMINISTRATOR).
- How much revenue does ALICE LEE LUND CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,305,659, expenses of $1,453,976 and total assets of $12,216,495 at year end.
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All nonprofits in GREAT FALLS · Montana · Philanthropy, voluntarism and grantmaking foundations