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Norwell Fund at a glance

· 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 FY2024still arriving
36
Grants FY2024still arriving
9
States reached
$12k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0193% 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
02FY2024 · 36 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k35 grants · $85k
  • $10k–50k1 grant · $12k
$1,000
Median grant
9
States reached
$984k
Total assets
Largest grants
RecipientAmount
Sweet Grass Arts Alliance$12,000
Keuka College Scholorship$7,000
Hospitality House Senior Center$6,485
Charity Navigatororg$6,000
The Carter Center Inc$5,000
Southern Utah Wilderness Alliance$5,000
Wild Montana$5,000
Center for Reproductive Rights$5,000
MEIC$5,000
Planned Parenthood MT$5,000
Union of Concerned Scientists$5,000
Montana Conservation Corps$3,000
Valley of the Flowers Project$2,500
High Country News$2,000
Planned Parenthood Federation$2,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY24–24, $1k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%Human Resource Development Council: $1k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
WA
MT
WI
NY
MA
OR
WY
PA
NJ
CA
UT
CO
AZ
DC
AL
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

87%of every dollar goes to organizations it has funded before.
$337k · 59 repeat orgs$49k to everyone else

Grantees it renews have grown median revenue +74% since the first grant, against +38% for those funded once.

59 repeat relationships: 27 still active in FY2024, 32 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

59
18

Total granted

$337k
$18k

Median revenue growth · since first grant

+74%
+38%

Still filing today

58%
61%

New vs renewed · share of each year

In FY2024, 68% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’17’19’20’21’22’23’24
RenewedFirst-time

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

’17’19’20’21’22’23’24
EnvironmentArts & CultureFood & NutritionCrime & LegalCivil RightsInternationalOther
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.

Backed again, and grew

  • SU
    Southern Utah Wilderness Alliance
    6× · 2017–2024 · $26k · revenue +134%
  • TC
    THE CARTER CENTER INC
    4× · 2021–2024 · $21k · revenue +32%
  • MC
    MONTANA CONSERVATION CORPS INC
    3× · 2022–2024 · $12k · revenue +37%

Funded once

  • SP
    SOUTHERN POVERTY LAW CENTER INC
    one grant, 2023 · $2k · revenue -12%
  • AF
    AMERICAN FRIENDS SERVICE COMMITTEE
    one grant, 2021 · $1k
  • PC
    Park County Environmental Councilgraduated
    one grant, 2020 · $1k · revenue +52%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Montana Wildlife Federation

The montana wildlife federation is a statewide conservation organization dedicated to protecting wildlife, wildlife habitat, and public access for outdoor recreation.

Animals
2
Idaho Conservation League Inc

Icl's mission is to create a conservation community and pragmatic, enduring solutions that protect and restore the air you breathe, the water you drink, and the land and wildlife you love.

—
3
Rocky Mountain Wild

Rocky mountain wild works to protect, connect, and restore wildlife and wild lands in the southern rocky mountain region. we work to secure the biodiversity of the mountains, plains, and desert ecosystems of colorado, wyoming, utah, and…

Environment
4
Cascadia Wildlands

Cascadia wildlands defends and restores cacasia's wild ecosystems in the forests,in the courts, and in the streets. we envision vast old-growth forests, rivers full of wild salmon, wolves howling in the backcountry, a stable climate, and…

Environment
5
Flathead Land Trust

Flathead land trust is dedicated to the conservation of northwest montana's land and water legacy through voluntary agreements with private land owners. flt's primary program service is private land conservation through voluntary…

Environment
6
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
7
Montana Association of Conservation Districts

To heighten the public's awareness of conservation districts and their activities as well as to promote soil and water conservation.

—
8
Colorado Open Lands

Colorado open lands' mission is to preserve the significant open lands and natural heritage of colorado through private and public partnerships, innovative land conservation, and strategic leadership.

Environment
9
Northern Plains Resource Council

Northern Plains believes people working together can make a difference. Our mission is to organize Montanans to protect our water, land, air, and working landscapes; support a healthy, localized, and sustainable economy in farm and ranch…

Community Improvement
10
CalWild

The California Wilderness Coalition protects the natural landscapes that make California unique, providing clean air and water, a home to wildlife, and a place for recreation and spiritual renewal.

—
11
Minnesota Land Trust

The minnesota land trust protects and restores minnesota's most vital natural lands in order to provide wildlife habitat, clean water, outdoor experiences and scenic beauty for generations to come.

Environment
12
Healthy Environment Alliance of Utah

Heal utah's mission is to protect utah's environment and its people by promoting clean air, clean energy, and comprehensive solutions to radioactive and toxic waste.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Greater Yellowstone Coalition; the most unlike its peers is Hospitality House Senior Center. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

53 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 53 of the 88 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
14
Early backer (in before they grew)
52/53
Grantees still filing
41/53
Grew since first funded

Where the money sits, by cause and then by grantee

MEIC: $29,000 · OtherMEICIndividual grant recipient: $18,500 · OtherIndividual grant recipientUnion of Concerned Scientists: $17,500 · OtherUnion of Concerned ScientistsPlanned Parenthood MT: $14,500 · OtherPlanned Parenthood MTSweet Grass Arts Alliance: $12,000 · OtherWild Montana: $9,000 · OtherKeuka College Scholorship: $9,000 · Other+49 more: $117,885 · Other+49 moreSouthern Utah Wilderness Alliance: $26,000 · EnvironmentSouthern Utah Wilderne…GREATER YELLOWSTONE COALITION: $7,500 · EnvironmentGREATER YELLOWSTONE CO…MONTANA WILDERNESS ASSOCIATION: $7,000 · EnvironmentMONTANA WILDERNESS ASS…EARTHJUSTICE: $6,000 · EnvironmentEARTHJUSTICEHIGH COUNTRY NEWS: $5,000 · EnvironmentHIGH COUNTRY NEWSSIERRA CLUB FOUNDATION: $4,000 · EnvironmentMONTANA AUDUBON: $4,000 · EnvironmentAMERICAN RIVERS INC: $4,000 · EnvironmentGALLATIN VALLEY LAND TRUST: $3,000 · Environment+10 more: $11,550 · Environment+10 moreTHE CARTER CENTER INC: $20,500 · InternationalMEDECINS SANS FRONTIERES USA INC: $8,500 · InternationalMONTANA CONSERVATION CORPS INC: $12,000 · Civil RightsTHE CENTER FOR REPRODUCTIVE RIGHTS INC: $10,000 · Civil RightsACLU OF MONTANA FOUNDATION INC: $4,000 · Civil RightsTHE CAMPAIGN LEGAL CENTER INC: $14,000 · Crime & LegalSOUTHERN POVERTY LAW CENTER INC: $2,000 · Crime & LegalASPEN-ABUSE SUPPORT & PREVENTION EDUCATION NETWORK: $2,000 · Crime & LegalPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $11,000 · HealthFORWARD MT FOUNDATION: $1,000 · HealthMONTANA FOOD BANK NETWORK INC: $4,400 · Food & NutritionCommunity Food Bank Inc: $3,000 · Food & NutritionISKASHITAA REFUGEE NETWORK: $1,000 · Food & Nutrition
Other$227,385Environment$78,050International$29,000Civil Rights$26,000Crime & Legal$18,000Health$12,000Food & Nutrition$8,400

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetTHE NATURE CONSERVANCY: $7,000 over 3y, 0.0% 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 budgetSEATTLE FOUNDATION: $5,500 over 3y, 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 budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Southern Utah Wilderness Alliance ↗
  • Who funds THE CARTER CENTER INC ↗
  • Who funds THE CAMPAIGN LEGAL CENTER INC ↗
  • Who funds MONTANA CONSERVATION CORPS INC ↗
  • Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC ↗
  • Who funds THE CENTER FOR REPRODUCTIVE RIGHTS INC ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds GREATER YELLOWSTONE COALITION ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds MONTANA WILDERNESS ASSOCIATION ↗
  • Who funds HOSPITALITY HOUSE SENIOR CENTER ↗
  • Who funds EARTHJUSTICE ↗
  • Who funds SEATTLE FOUNDATION ↗
  • Who funds HIGH COUNTRY NEWS ↗
  • Who funds FRIENDS OF MONTANA PBS INC ↗
  • Who funds MONTANA FOOD BANK NETWORK INC ↗
  • Who funds MUSEUM OF THE ROCKIES INC ↗
  • Who funds ACLU OF MONTANA FOUNDATION INC ↗
  • Who funds SIERRA CLUB FOUNDATION ↗
  • Who funds MONTANA AUDUBON ↗
  • Who funds AMERICAN RIVERS INC ↗
  • Who funds HABITAT FOR HUMANITY INC ↗
  • Who funds Community Food Bank Inc ↗
  • Who funds BRIDGERCARE ↗
  • Who funds THE SONORAN INSTITUTE INC ↗
  • Who funds MONTANA FREE PRESS ↗

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 FundMontana Community Fou…The High Stakes Found…The William & Flora H…Cross Charitable Foun…The Arthur M Blank Fa…Morton H Meyerson Fam…The Fanwood FoundationPark County Community…Wilburforce FoundationTreacy FoundationFirst Interstate Banc…
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.

How much its grantees rely on government

Each dot is one organization Norwell Fund funds: left to right is the share of its income from government, bottom to top the share from Norwell Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    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

    Play a game based on Norwell’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home