Norwell Fund
The Norwell Fund is a private foundation based in Big Timber, Montana. Established in 1963, it operates as a 501(c)(3) organization and functions as a grantmaking foundation supporting charitable causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$97K
+8.9% YoY
Grant Count
36
-14.3% YoY
Avg Grant Size
$3K
+27.1% YoY
Mission & Focus Areas
The Norwell Fund primarily funds charitable acts through grants to various organizations. Its funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Renewable Energy
- Land Conservation
- Marine and Water Conservation
- Human Rights
- Social Justice
Grantmaking
The foundation does not currently list live grant opportunities.
Ready to take the next step with Norwell Fund?
Geographic Focus
Where this funder awards grants
The Norwell Fund primarily supports charitable work in Montana, Arizona, and New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $987,546
- Total Giving: $97,485
- Total Revenues: $778,524
- Total Expenses: $90,482
- Number of Employees: 0
As of 2024:
- Total Assets: $983,666
The foundation experienced significant revenue growth between 2022 and 2023, with total grants and contributions increasing from $1,265 to $729,282. Investment income and dividends grew from $16,926 to $34,432 during the same period.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
187 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Linda McMullen | President | — | — |
| Jason Smith | Director | — | — |
Related Funders
Similar funders by location and focus area
Alta Sanders Irrev Trust Dtd 1809
BILLINGS, MT
Assets
$595K
Grants
2
Total Given
$27K
Redemption Farm Rescue
VICTOR, MT
Assets
—
Grants
0
Total Given
—
Humanities Montana
MISSOULA, MT
Assets
$425K
Grants
8
Total Given
$79K
Mary Alice Fortin Foundation for Youth
BILLINGS, MT
Assets
$263K
Grants
7
Total Given
$17K
Walter & Frances Green Charitable Trust
BILLINGS, MT
Assets
—
Grants
36
Total Given
$56K
Louise E Senft
GREAT FALLS, MT
Assets
$77K
Grants
3
Total Given
$5K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Norwell Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities