Civic Intelligence

Alice Lee Lund Charitable Trust

990T • Fiscal year 2020 • EIN 91-6530681

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 23, 2021

Organization Profile
PO Box 1645Great Falls, MT 59403

(406) 761-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $1,623,414Liabilities 2010: $0Net Assets 2010: $1,623,4142010Assets 2011: $1,705,285Liabilities 2011: $0Net Assets 2011: $1,705,2852011Assets 2012: $2,279,854Liabilities 2012: $0Net Assets 2012: $2,279,8542012Assets 2013: $3,633,022Liabilities 2013: $0Net Assets 2013: $3,633,0222013Assets 2014: $5,359,232Liabilities 2014: $0Net Assets 2014: $5,359,2322014Assets 2015: $5,992,302Liabilities 2015: $0Net Assets 2015: $5,992,3022015Assets 2016: $6,060,785Liabilities 2016: $0Net Assets 2016: $6,060,7852016Assets 2017: $7,228,788Liabilities 2017: $0Net Assets 2017: $7,228,7882017Assets 2018: $9,588,620Liabilities 2018: $0Net Assets 2018: $9,588,6202018Assets 2019: $10,615,952Liabilities 2019: $12019Assets 2020: $10,685,898Liabilities 2020: $200,0002020Assets 2021: $11,362,708Liabilities 2021: $0Net Assets 2021: $11,362,7082021Assets 2022: $11,796,657Liabilities 2022: $0Net Assets 2022: $11,796,6572022Assets 2023: $12,194,670Liabilities 2023: $12023Assets 2024: $12,216,495Liabilities 2024: $0Net Assets 2024: $12,216,4952024

Latest loaded filing

2024

Assets$12,216,495
Liabilities$0
Net Assets$12,216,495
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $129,7612010Expenses 2011: $121,7272011Expenses 2012: $128,2052012Revenue 2013: $1,289,015Expenses 2013: $167,695Net Income 2013: $1,121,3202013Revenue 2014: $2,163,377Expenses 2014: $742,985Net Income 2014: $1,420,3922014Revenue 2015: $1,392,339Expenses 2015: $965,763Net Income 2015: $426,5762015Revenue 2016: $919,727Expenses 2016: $990,930Net Income 2016: -$71,2032016Revenue 2017: $2,176,628Expenses 2017: $1,361,068Net Income 2017: $815,5602017Revenue 2018: $3,223,682Expenses 2018: $1,212,782Net Income 2018: $2,010,9002018Revenue 2019: $2,004,744Expenses 2019: $1,362,976Net Income 2019: $641,7682019Revenue 2020: $1,126,737Expenses 2020: $1,444,080Net Income 2020: -$317,3432020Revenue 2021: $2,649,423Expenses 2021: $2,005,090Net Income 2021: $644,3332021Revenue 2022: $2,394,640Expenses 2022: $2,277,864Net Income 2022: $116,7762022Revenue 2023: $1,533,075Expenses 2023: $1,362,598Net Income 2023: $170,4772023Revenue 2024: $1,305,659Expenses 2024: $1,453,976Net Income 2024: -$148,3172024

Latest loaded filing

2024

Revenue$1,305,659
Expenses$1,453,976
Net Income-$148,317
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 23, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Alice Lee Lund Charitable Trust
EIN
91-6530681
Phone
4067613000
Address
PO BOX 1645, GREAT FALLS, MT 59403

Signing Officer

Name
Ron a Nelson
Title
Trustee
Phone
4067613000
Signed
2021-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Pamela K Guschausky CPA
Phone
4067270888
Raw XML Appendix95 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt04279
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt02218
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt06497
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt04279
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt04279
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt02218
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt02218
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt04279
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt02218
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt06497
IRS990T/BooksInCareOfDetail/PersonNm0RON NELSON
IRS990T/BooksInCareOfDetail/PhoneNum04067613000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 3RD ST S
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GREAT FALLS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd059401
IRS990T/BookValueAssetsEOYAmt010685898
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt06497
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-6497
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0SHARE OF INCOME & EXPENSE FROM INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON A NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04067613000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE LEE LUND CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHURCH HARRIS JOHNSON & WILLIAMS PC
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0916530681
ReturnHeader/Filer/PhoneNum04067613000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1645
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 10TH STREET SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067270888
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA K GUSCHAUSKY CPA
ReturnHeader/ReturnTs02021-09-28T09:45:32-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.31$1.45$0.15
2023Summary only. Only limited summary data is available for this year.$12.2$0.00$1.53$1.36$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$2.39$2.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$2.65$2.01$0.64
2020Summary only. Only limited summary data is available for this year.$10.7$0.20$1.13$1.44$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$10.6$0.00$2.00$1.36$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.00$9.59$3.22$1.21$2.01
2017Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$2.18$1.36$0.82
2016Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.92$0.99$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$0.00$5.99$1.39$0.97$0.43
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$2.16$0.74$1.42
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.29$0.17$1.12
2012Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13