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Montana · Private foundation

Norwell Fund

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$97k
Granted FY2024(still arriving)
36
Grants FY2024
41
Organizations funded FY2023
10%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,000
Largest grant, FY2024
$12,000
Organizations funded a year
29 to 45
FY2017 to FY2023
States reached, FY2024
9
Total assets, FY2024
$984k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 10% of the organizations Norwell Fund funded were first-time grantees, receiving 15% of its grant dollars.

New vs renewed · share of each year

In FY2023, 85% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23
EnvironmentCrime & LegalCivil RightsFood & NutritionInternationalHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving35$96k23%
FY202341$86k10%
FY202231$46k16%
FY202145$65k36%
FY202031$37k39%
FY201937$33k30%
FY201729$22kn/a
93% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Environment$116kPhilanthropy$45kArts & Culture$41kHealth$32kInternational$29kScience & Tech$19kCivil Rights$17kAnimals$17kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NH
WA
MT
WI
NY
MA
OR
WY
PA
NJ
CA
UT
CO
AZ
DC
AL
GA

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 53 grantees
All grantees of Norwell Fund by total granted
GranteeTotal grantedYearsShare of their budget
Southern Utah Wilderness Alliance$26,00060%
The Carter Center Inc$20,50040%
The Campaign Legal Center Inc$14,00030%
Montana Conservation Corps Inc$12,00030%
Planned Parenthood Federation of America Inc$11,00050%
The Center for Reproductive Rights Inc$10,00020%
Medecins Sans Frontieres USA Inc$8,50050%
Greater Yellowstone Coalition$7,50040%
Montana Wilderness Association$7,00050%
Hospitality House Senior Center$6,48512%
Earthjustice$6,00060%
High Country News$5,00070%
Friends of Montana Pbs Inc$4,70060%
Montana Food Bank Network Inc$4,40070%
Museum of the Rockies Inc$4,30060%
ACLU of Montana Foundation Inc$4,00020%
Sierra Club Foundation$4,00030%
Montana Audubon$4,00040%
American Rivers Inc$4,00040%
Habitat for Humanity Inc$3,80051%
Community Food Bank Inc$3,00040%
Bridgercare$3,00020%
The Sonoran Institute Inc$3,00020%
Montana Free Press$3,00030%
Gallatin Valley Land Trust$3,00030%
Friends of Saguaro National Park$2,50030%
The Trust for Public Land$2,50040%
Southern Poverty Law Center Inc$2,00010%
Aspen-Abuse Support & Prevention Education Network$2,00020%
Arizona Trail Association$2,00030%
Arizona Native Plant Society$1,5002n/a
Tucson Audubon Society$1,45030%
Yellowstone Forever$1,30020%
American Friends Service Committee$1,0001n/a
Park County Environmental Council$1,00010%
Haven$1,00010%
Smile Train Inc$1,00010%
National Forest Foundation$1,00010%
Iskashitaa Refugee Network$1,0001n/a
Center for Biological Diversity Inc$1,00010%
Lighthawk$1,00010%
The Biomimicry Institute$1,00010%
Back Country Horsemen of America$1,00010%
Yellowstone to Yukon$1,00010%
Forward Mt Foundation$1,00010%
Bozeman Library Friends and Foundation$1,00010%
Hearts & Hands Hospice$1,0001n/a
Human Resource Development Council of District IX Inc$1,00010%
The Montana Land Reliance$75030%
Montana Shares Inc$55020%
Climate Conservation Dba Center for Large Landscape Conservation$30020%
Future West Inc$20020%
Harvard Magazine Inc$1002n/a

What it could do for these grantees

Plus 32 recipients with no EIN on record ($172k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Norwell Fund supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSouthern Utah Wilderness Alliance: $26,000 over 6y, 0.1% of budgetThe Carter Center Inc: $20,500 over 4y, 0.0% of budgetThe Campaign Legal Center Inc: $14,000 over 3y, 0.1% of budgetMontana Conservation Corps Inc: $12,000 over 3y, 0.0% of budgetPlanned Parenthood Federation of America Inc: $11,000 over 5y, 0.0% of budgetThe Center for Reproductive Rights Inc: $10,000 over 2y, 0.0% of budgetMedecins Sans Frontieres USA Inc: $8,500 over 5y, 0.0% of budgetGreater Yellowstone Coalition: $7,500 over 4y, 0.1% of budgetMontana Wilderness Association: $7,000 over 5y, 0.1% of budgetHospitality House Senior Center: $6,485 over 1y, 2.4% of budgetEarthjustice: $6,000 over 6y, 0.0% of budgetHigh Country News: $5,000 over 7y, 0.0% of budgetFriends of Montana Pbs Inc: $4,700 over 6y, 0.1% of budgetMontana Food Bank Network Inc: $4,400 over 7y, 0.0% of budgetMuseum of the Rockies Inc: $4,300 over 6y, 0.0% of budgetACLU of Montana Foundation Inc: $4,000 over 2y, 0.1% of budgetSierra Club Foundation: $4,000 over 3y, 0.0% of budgetMontana Audubon: $4,000 over 4y, 0.1% of budgetAmerican Rivers Inc: $4,000 over 4y, 0.0% of budgetHabitat for Humanity Inc: $3,800 over 5y, 1.0% of budgetCommunity Food Bank Inc: $3,000 over 4y, 0.0% of budgetBridgercare: $3,000 over 2y, 0.0% of budgetThe Sonoran Institute Inc: $3,000 over 2y, 0.1% of budgetMontana Free Press: $3,000 over 3y, 0.1% of budgetGallatin Valley Land Trust: $3,000 over 3y, 0.1% of budgetFriends of Saguaro National Park: $2,500 over 3y, 0.2% of budgetThe Trust for Public Land: $2,500 over 4y, 0.0% of budgetSouthern Poverty Law Center Inc: $2,000 over 1y, 0.0% of budgetAspen-Abuse Support & Prevention Education Network: $2,000 over 2y, 0.2% of budgetArizona Trail Association: $2,000 over 3y, 0.1% of budgetTucson Audubon Society: $1,450 over 3y, 0.0% of budgetYellowstone Forever: $1,300 over 2y, 0.0% of budgetPark County Environmental Council: $1,000 over 1y, 0.2% of budgetHaven: $1,000 over 1y, 0.0% of budgetSmile Train Inc: $1,000 over 1y, 0.0% of budgetNational Forest Foundation: $1,000 over 1y, 0.0% of budgetCenter for Biological Diversity Inc: $1,000 over 1y, 0.0% of budgetLighthawk: $1,000 over 1y, 0.0% of budgetThe Biomimicry Institute: $1,000 over 1y, 0.1% of budgetBack Country Horsemen of America: $1,000 over 1y, 0.4% of budgetYellowstone to Yukon: $1,000 over 1y, 0.0% of budgetForward Mt Foundation: $1,000 over 1y, 0.0% of budgetBozeman Library Friends and Foundation: $1,000 over 1y, 0.1% of budgetHuman Resource Development Council of District IX Inc: $1,000 over 1y, 0.0% of budgetThe Montana Land Reliance: $750 over 3y, 0.0% of budgetMontana Shares Inc: $550 over 2y, 0.1% of budgetClimate Conservation Dba Center for Large Landscape Conservation: $300 over 2y, 0.0% of budgetFuture West Inc: $200 over 2y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 48.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Kendeda FundDE32.2× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Kendeda Fund · Montana Community Foundation Inc · The High Stakes Foundation · The William & Flora Hewlett Foundation · Cross Charitable Foundation Attn John R Clark · The Arthur M Blank Family Foundation · Morton H Meyerson Family Foundation · The Fanwood Foundation · Park County Community Foundation · Wilburforce Foundation · Treacy Foundation · First Interstate BancSystem Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Norwell Fund with peer funders

About Norwell Fund

How much does Norwell Fund give?
Norwell Fund reported 36 grants totaling $97,485 in its FY2024 IRS filing. It funded between 29 and 45 organizations a year over FY2017 to FY2023.
What does Norwell Fund fund?
By grant dollars over FY2017 to FY2024, its largest causes are Environment (29%), Philanthropy (11%), Arts & Culture (10%).
Who are Norwell Fund's largest grantees?
By total granted over FY2017 to FY2024: Southern Utah Wilderness Alliance ($26k), The Carter Center Inc ($21k), The Campaign Legal Center Inc ($14k).
Does Norwell Fund fund new organizations?
In FY2023, 10% of the organizations it funded were first-time grantees.
Does Norwell Fund accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Norwell Fund?
Its strongest co-funders, measured against what their size predicts, include The Kendeda Fund, Montana Community Foundation Inc, The High Stakes Foundation.
Where is Norwell Fund based?
Norwell Fund is based in MT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 88 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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