Nonprofit · EIN 36-6063686
NORWELL FUND
Tax-exempt · BIG TIMBER, MT 59011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $96,944 | $100,824 | -$3,880 | $983,666 | $0 | $983,666 |
| December 31, 2023 | 990-PF | $778,524 | $90,482 | $688,042 | $987,546 | $0 | $987,546 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $22,465
- Interest
- $358
- Net gain from sales of assets
- $74,121
Expenses
- Grants and similar amounts paid
- $97,485
- Disbursements for charitable purposes
- $97,485
- Excise tax on investment income
- $1,348
Balance sheet and other
- Total assets, start of year
- $987,546
- Total assets, end of year
- $983,666
- Total liabilities, end of year
- $0
- Net assets, end of year
- $983,666
- Fair market value of assets
- $1,904,942
- Qualifying distributions
- $97,485
- Net investment income
- $96,944
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda McMullen 513 S 3rd Ave, Bozeman, MT 59715 | President | 0 | $0 |
| Jason Smith PO Box 1650, Big Timber, MT 59011 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda McMullen 513 S 3rd Ave, Bozeman, MT 59715 | President | 0 | $0 |
| Jason Smith PO Box 1650, Big Timber, MT 59011 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1650, BIG TIMBER, MT 59011-1650
- In care of
- % RAVID & BERNSTEIN LLP
- Signed the 990-PF
- Linda McMullen, President
- Phone
- (406) 587-4265
- Return prepared by
- Holmes & Turner
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6063686
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $983,666
- Income (IRS master file)
- $96,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $96,944 | $100,824 | $983,666 | XML |
| 990-PF | December 2023 | $778,524 | $90,482 | $987,546 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6063686).
Questions about NORWELL FUND
- What is the EIN of NORWELL FUND?
- The employer identification number (EIN) of NORWELL FUND is 36-6063686.
- Is NORWELL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to NORWELL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORWELL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORWELL FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORWELL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NORWELL FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does NORWELL FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $96,944, expenses of $100,824 and total assets of $983,666 at year end.
Other nonprofits in BIG TIMBER
- PIONEER MEDICAL CENTER EIN 47-5437700 · last filed 990 for 2025
- SWEET GRASS COMMUNITY FOUNDATION EIN 26-0018693 · last filed 990 for 2024
- CATALYST FOR CHANGE EIN 85-1815145 · last filed 990 for 2024
- AMERICAN LEGION EIN 81-6019069 · last filed 990 for 2025
- OVERLAND RECREATION ASSOCIATION INC EIN 81-0364759 · last filed 990 for 2025
- SWEET GRASS COUNTY MUSEUM SOCIETY EIN 81-0436057 · last filed 990 for 2025
- SHEEPHERDER SQUARE FOUNDATION EIN 87-1585569 · last filed 990 for 2025
- HOSPITALITY HOUSE EIN 81-0340291 · last filed 990 for 2025