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EIN 36-6063686

Norwell Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Big Timber
State
Montana
Year formed
1963
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Norwell Fund is a private foundation located in Big Timber, MT that primarily funds charitable acts of the organization. Last year, it made 32 grants to various grantees including Northern Plains Resource and others.
Total revenues
$778,524
2023
Total expenses
$90,482
2023
Total assets
$987,546
2023
Num. employees
0
2023

Grants made by Norwell Fund

GranteeGrant descriptionAmount
Center for Reproductive Rights (CRR)The Center for Reproductive Rights Uses the Power of Law To Advance Reproductive Rights As Fundamental Human Rights Around the World.$5,000
Montana Conservation Corps (MCC)To Further the Charitable Acts of the Organization.$5,000
The Carter CenterTo Further the Charitable Acts of the Organization.$5,000
...and 18 more grants made totalling $47,000

Personnel at Norwell Fund

NameTitleCompensation
Linda McMullenPresident$0

Financials for Norwell Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$729,282
Investment income and dividends$34,432
Net rental income$0
Net gain from sale of non-inventory assets$14,810
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$778,524

Form 990s for Norwell Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-02990PFView PDF
2022-122023-10-30990PFView PDF
2021-122022-07-11990PFView PDF
2020-122021-07-03990PFView PDF
2019-122020-08-19990PRView PDF
...and 9 more Form 990s
Data update history
December 30, 2023
Posted financials
Added Form 990PF for fiscal year 2022
December 29, 2023
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 13, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 1650
Big Timber, MT 59011
Metro area
Billings, MT
County
Sweet Grass County, MT
Phone
(406) 587-4265
IRS details
EIN
36-6063686
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1963
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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