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.
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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
Among its reported 2024 grants, the largest include Sweet Grass Arts Alliance ($12,000), Keuka College Scholorship ($7,000), Hospitality House Senior Center ($6,485).
| Recipient | Purpose | Amount |
|---|---|---|
| High Country News Paonia, CO | To further the charitable acts of the organization. | $2,000 |
| Friends of MT PBS Bozeman, MT | To further the charitable acts of the organization. | $1,000 |
| MT Trout Unlimited Missoula, MT | To further the charitable acts of the organization. | $1,000 |
| Museum of the Rockies Bozeman, MT | To further the charitable acts of the organization. | $1,000 |
| Wild Montana Helena, MT | To further the charitable acts of the organization. | $5,000 |
| Planned Parenthood MT Billings, MT | To further the charitable acts of the organization. | $5,000 |
| Southern Utah Wilderness Alliance Salt Lake City, UT | To further the charitable acts of the organization. | $5,000 |
| Cottonwood Resource Council Billings, MT | To further the charitable acts of the organization. | $500 |
| Northern Plains Resource Billings, MT | To further the charitable acts of the organization. | $1,000 |
| Yellowstone Public Radio Billings, MT | To further the charitable acts of the organization. | $1,000 |
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 | — | — |
Frequently Asked Questions
What does Norwell Fund fund?
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
How do I apply for a grant from Norwell Fund?
**Grant Amounts:** Typical awards range from $200 to $12,000. **Recent Grant Activity:** In 2023, the foundation made 32 grants totaling approximately $97,485. Notable recent grants include: • Center for Reproductive Rights: $5,000 • Montana Conservation Corps: $5,000 • The Carter Center: $5,000 The foundation does not currently list live grant opportunities.
Where does Norwell Fund make grants?
The Norwell Fund primarily supports charitable work in Montana, Arizona, and New York.
What size grants does Norwell Fund award?
In 2024, Norwell Fund awarded 36 grants totaling $97K — an average of about $3K per grant, based on its IRS Form 990 filings.
What is Norwell Fund's EIN?
Norwell Fund's EIN (Employer Identification Number) is 36-6063686. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Norwell Fund's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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