Private foundation (trust)EIN 366063686Est. 1963-07

Norwell Fund

Big Timber, MT 59011

Accepts unsolicited proposals

Total Assets

$1.9M

FY 2024

Annual Giving

$97K

FY 2024

Grants Made

36

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$500–$12K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$97K

Total Expenses

$101K

Qualifying Distributions

$97K

Distributable Amount

$87K

Min. Investment Return

$88K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

36 grants

Grant sizes from minimum $500 through median $1K to maximum $12K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $97K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

187 grants

MEIC
$23K
5 grants
The Carter Center Inc
$21K
4 grants
Southern Utah Wilderness Alliance
$19K
4 grants
Campaign Legal Center
$14K
3 grants
Planned Parenthood MT
$13K
5 grants
Union of Concerned Scientists
$13K
5 grants
Sweet Grass Arts Alliance
$12K
1 grant
Montana Conservation Corps
$12K
3 grants

Grant Size Distribution

187 grants

<$10K
186
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

14 states

Montana
$174K
51% of total
District of Columbia
$36K
10% of total
New York
$26K
8% of total
Georgia
$24K
7% of total
California
$22K
6% of total
Utah
$19K
6% of total
Arizona
$19K
5% of total
New Jersey
$6K
2% of total
Colorado
$6K
2% of total
Pennsylvania
$3K
1% of total

+4 more states

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Norwell Fund — Grants, Financials & Contact | Grantivo