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Norwell Fund is a private corporation based in BIG TIMBER, MT. The foundation received its IRS ruling in 1963. The principal officer is Ravid & Bernstein Llp. It holds total assets of $984K. Annual income is reported at $97K. Total assets have grown from $289K in 2011 to $988K in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Montana and Arizona. According to available records, Norwell Fund has made 109 grants totaling $163K, with a median grant of $1K. Annual giving has grown from $65K in 2021 to $98K in 2022. Individual grants have ranged from $200 to $8K, with an average award of $1K. The foundation has supported 53 unique organizations. The foundation primarily supports organizations in Montana, Georgia, Utah, which account for 65% of all grants. Grantmaking reaches organizations across 11 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$100
Median Grant
$1K
Average Grant
$1K
Largest Grant
$10K
Based on 32 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Norwell Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 109 grants. Its grantmaking reaches organizations primarily in MT, GA, UT.
Norwell Fund has distributed a total of $163K across 109 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $200 to $8K.
Norwell Fund typically selects its grantees rather than accepting unsolicited proposals.
Norwell Fund is headquartered in BIG TIMBER, MT. While based in MT, the foundation distributes grants to organizations across 11 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jason Smith | Director | $0 | $0 | N/A |
| Linda Mcmullen | President | $0 | $0 | N/A |
Total Giving
$90K
Total Assets
$988K
Fair Market Value
$1.7M
Net Worth
$988K
Grants Paid
$90K
Contributions
$729K
Net Investment Income
$49K
Distribution Amount
$64K
Total: $306K
Total Grants
109
Total Giving
$163K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
53
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| MeicTo further the charitable acts of the organization. | Helena, MT | $5K | 2022 |
| Northern Plains ResourceTo further the charitable acts of the organization. | Billings, MT | $5K | 2022 |
| Montana Conservation CorpsTo further the charitable acts of the organization. | Bozeman, MT | $4K | 2022 |
| Southern Utah Wilderness AllianceTo further the charitable acts of the organization. | Salt Lake City, UT | $3K | 2022 |
| The Carter Center IncTo further the charitable acts of the organization. | Atlanta, GA | $3K | 2022 |
| Mt Wilderness AssociationTo further the charitable acts of the organization. | Helena, MT | $3K | 2022 |
| The Nature Conservancy In MontanaTo further the charitable acts of the organization. | Helena, MT | $3K | 2022 |
| Planned Parenthood FederationTo further the charitable acts of the organization. | Washington, DC | $2K | 2022 |
| League Of Conservation Voters Edu FTo further the charitable acts of the organization. | Washington, DC | $2K | 2022 |
| Aclu Of Montana FoundationTo further the charitable acts of the organization. | Missoula, MT | $2K | 2022 |
| WorcTo further the charitable acts of the organization. | Billings, MT | $1K | 2022 |
| Doctors Without BordersTo further the charitable acts of the organization. | New York, NY | $1K | 2022 |
| Gallatin Valley Land TrustTo further the charitable acts of the organization. | Bozeman, MT | $1K | 2022 |
| Montana AudubonTo further the charitable acts of the organization. | Helena, MT | $1K | 2022 |
| Planned Parenthood MtTo further the charitable acts of the organization. | Billings, MT | $1K | 2022 |
| Mt Trout UnlimitedTo further the charitable acts of the organization. | Missoula, MT | $1K | 2022 |
| Union Of Concerned ScientistsTo further the charitable acts of the organization. | Oakand, CA | $1K | 2022 |
| Absaroka Beartooth Wilderness FoundTo further the charitable acts of the organization. | Red Lodge, MT | $1K | 2022 |
| Arizona Public MediaTo further the charitable acts of the organization. | Tucson, AZ | $1K | 2022 |
| Museum Of The RockiesTo further the charitable acts of the organization. | Bozeman, MT | $1K | 2022 |
| AspenTo further the charitable acts of the organization. | Livingston, MT | $1K | 2022 |
| Habitat For HumanityTo further the charitable acts of the organization. | Atlanta, GA | $1K | 2022 |
| BridgercareTo further the charitable acts of the organization. | Bozeman, MT | $1K | 2022 |
| Earth JusticeTo further the charitable acts of the organization. | San Francisco, CA | $1K | 2022 |
| High Country NewsTo further the charitable acts of the organization. | Paonia, CO | $500 | 2022 |