2025-11-14T12:56:02-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 702 NORTH SHORE DRIVE STE 100 JEFFERSONVILLE IN 47130 990PF 2024-01-01 616024040 THE NORTON FOUNDATION INC NORT 5028939549 PO BOX 6262 LOUISVILLE KY 40206 MEREDITH ERICKSON EXECUTIVE DIRECTOR 5028939549 2025-11-13 1 0 MELANIE MCPEAK P01346034 8126703400 2024 2025-03-06 01:10:19Z X 15190614 X X 31295 31295 262562 262562 432458 2240722 432458 9575 9082 735890 735397 77487 0 77487 24073 0 24073 13266 6633 6633 9785 4893 4892 121552 121352 200 45773 26 0 219 0 879 440 439 27201 16480 10721 320235 149824 124445 747500 747500 1067735 149824 871945 -331845 585573 1144281 91189 91189 380089 380089 416529 4723879 5178713 9737816 1085893 1066672 1034530 3040643 3314304 3910550 87238 87238 219 0 0 10375004 10030967 15190614 0 0 X 10375004 10030967 10375004 10030967 10375004 10030967 10375004 -331845 0 10043159 12192 10030967 PUBLICLY TRADED SECURITIES 2240722 1808264 432458 432458 432458 8139 0 8139 0 8139 8317 0 0 0 8317 0 178 178 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A MEREDITH ERICKSON 5028939549 PO BOX 6262 LOUISVILLE KY 40206 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE NEWTON PO BOX 6262 LOUISVILLE KY 40206 PRESIDENT 0.10 0 0 0 MEREDITH ERICKSON PO BOX 6262 LOUISVILLE KY 40206 EXECUTIVE DIRECTOR/SECRETARY 40.00 77487 0 0 MARGARET KEITH PO BOX 6262 LOUISVILLE KY 40206 VICE PRESIDENT 0.10 0 0 0 S BRANDON COAN PO BOX 6262 LOUISVILLE KY 40206 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 13176760 472138 1629048 15277946 0 0 15277946 229169 15048777 752439 752439 8139 8139 744300 0 744300 0 744300 871945 0 871945 744300 0 0 124205 133630 7427 67063 207028 539353 871945 0 0 0 744300 127645 0 0 666998 0 0 0 0 0 0 124205 542793 133630 7427 67063 207028 127645 MEREDITH ERICKSON PO BOX 6262 LOUISVILLE KY 40206 5028939549 THE APPLICATION MUST INCLUDE AN OUTLINE OF THE PROJECT, A BUDGET OF ALL INCOME & EXPENSES AND A COPY OF THE IRS DETERMINATION LETTER VERIFYING THE ORGANIZATION'S EXEMPT STATUS. THE APPLICATIONS ARE FILED IN TRIPLICATE AND ARE MAINTAINED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. QUARTERLY NO GRANTS ARE MADE TO INDIVIDUALS OR PRIVATE FOUNDATIONS. LOCAL CHARITABLE NEEDS ARE GIVEN FIRST PRIORITY. 21ST CENTURY PARKS INC 471 WEST MAIN ST LOUISVILLE KY 40202 NONE PC GENERAL OPERATIONS 10000 300 FOR 300 3996 CHICAGO DRIVE SW GRANDVILLE MI 49418 NONE PC GENERAL OPERATIONS 20000 ACTORS THEATRE OF LOUISVILLE INC 316 WEST MAIN STREET LOUISVILLE KY 40202 NONE PC GENERAL OPERATIONS 10000 AMERICANA COMMUNITY CENTER 4801 SOUTHSIDE DRIVE LOUISVILLE KY 40214 NONE PC GENERAL OPERATIONS 15000 BERRY CENTER INC 111 S MAIN STREET NEW CASTLE KY 40050 NONE PC GENERAL OPERATIONS 60000 CABBAGE PATCH SETTLEMENT HOUSE INC 1413 S 6TH STREET LOUISVILLE KY 40208 NONE PC GENERAL OPERATIONS 10000 CATHOLIC CHARITIES OF LOUISVILLE INC 2911 S FOURTH STREET LOUISVILLE KY 40208 NONE PC GENERAL OPERATIONS 20000 DARE TO CARE PO BOX 35458 LOUISVILLE KY 40232 NONE PC GENERAL OPERATIONS 50000 DREAMS WITH WINGS INC 1579 BARDSTOWN ROAD LOUISVILLE KY 40205 NONE PC GENERAL OPERATIONS 10000 FOOD LITERACY PROJECT AT OXMOOR FARM 9001 LIMEHOUSE LANE LOUISVILLE KY 40220 NONE PC GENERAL OPERATIONS 50000 HEUSER HEARING & LANGUAGE ACADEMY 111 E KENTUCKY STREET LOUISVILLE KY 40203 NONE PC EDUCATION 10000 KENTUCKY CENTER FOR THE PERFORMING ARTS 501 W MAIN STREET LOUISVILLE KY 40202 NONE PC ARTS EDUCATION 25000 LIGHTHOUSE PROMISE INC 5312 SHEPHERSVILLE ROAD LOUISVILLE KY 40228 NONE PC EDUCATION 10000 LOU TATE FOUNDATION INC PO BOX 9124 LOUISVILLE KY 40214 NONE PC GENERAL OPERATIONS 10000 LOUISVILLE ACADEMY OF MUSIC INC 2740 FRANKFORT AVE LOUISVILLE KY 40206 NONE PC GENERAL OPERATIONS 15000 LOUISVILLE LEOPARD PERCUSSIONISTS INC PO BOX 3291 LOUISVILLE KY 40201 NONE PC ARTS EDUCATION 15000 LOUISVILLE PUBLIC MEDIA 619 S FOURTH STREET LOUISVILLE KY 40202 NONE PC GENERAL OPERATIONS 25000 MARYHURST 1015 DORSEY LANE LOUISVILLE KY 40223 NONE PC GENERAL OPERATIONS 25000 NEIGHBORHOOD HOUSE 201 N 25TH STREET LOUISVILLE KY 40212 NONE PC GENERAL OPERATIONS 15000 PARKS ALLIANCE OF LOUISVILLE INC PO BOX 5755 LOUISVILLE KY 40255 NONE PC GENERAL OPERATIONS 50000 PASSIONIST EARTH & SPIRIT CENTER INC 1924 NEWBURG ROAD LOUISVILLE KY 40205 NONE PC GENERAL OPERATIONS 15000 PHILANTHROPHY SOUTHEAST 100 PEACHTREE STREET NW SUITE 2080 ATLANTA GA 30303 NONE PC GENERAL OPERATIONS 2500 PORTLAND MUSEUM INC 2308 PORTLAND AVENUE LOUISVILLE KY 40212 NONE PC GENERAL OPERATIONS 50000 STEAM EXCHANGE COMMUNITY ARTS CENTER INC 714 S CLAY STREET LOUISVILLE KY 40203 NONE PC GENERAL OPERATIONS 20000 THE UNIVERSITY OF VIRGINIA 100 EMMET ST N CHARLOTTESVILLE VA 22901 NONE PC GENERAL OPERATIONS 25000 WALDORF SCHOOL OF LOUISVILLE 8005 NEW LAGRANGE ROAD LOUISVILLE KY 40222 NONE PC EDUCATION 70000 WILDERNESS LOUISVILLE INC 11311 MITCHELL HILL ROAD FAIRDALE KY 40118 NONE PC ENVIRONMENTAL EDUCATION 35000 YOUNG AUTHORS GREENHOUSE 2509 PORTLAND AVE LOUISVILLE KY 40212 NONE PC EDUCATION 10000 LOUISVILLE FOLK SCHOOL INC 113 N CLIFTON AVE LOUISVILLE KY 40206 NONE PC ARTS EDUCATION 15000 UNIVERSITY OF LOUISVILLE FOUNDATION INC 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 NONE PC EDUCATION 50000 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BD ETF AT COST 353729 358860 MARLETTE HOLDINGS INC COMMON SHARES AT COST 90457 126824 MARLETTE HOLDINGS INC PREFERRED SHARES AT COST 85194 99657 SPDR GOLD TR GOLD SHS AT COST 333766 637286 TRILINC GLOBAL IMPACT FUND LLC CLASS I AT COST 206344 133570 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF AT COST 353484 356314 OFFICE FURNITURE 74715 74715 0 74715 LEASEHOLD IMPROVEMENTS 6164 6164 0 6164 SOFTWARE 6359 6359 0 6359 LEGAL & PROFESSIONAL FEES 13266 6633 6633 BEGINNING COST BASIS ADJUSTMENTS 12192 OFFICE EXPENSES 1716 858 858 DUES AND SUBSCRIPTIONS 6295 3148 3147 INSURANCE 5460 2730 2730 INFORMATION TECHNOLOGY 7943 3972 3971 PASSTHROUGH DEDUCTIONS 5772 5772 0 LICENSE & PERMITS 15 0 15 PASSTHROUGH INCOME 8859 8859 8859 FOREIGN TAX REFUND 223 223 223 LITIGATION INCOME 493 493 INVESTMENT MANAGEMENT FEES 121152 121152 0 WEBSITE AND BRANDING 400 200 200 FOREIGN TAX EXPENSE 26 26 0 EXCISE TAXES 45747 0 0