2025-10-14T10:18:57-05:00 2024-11-30 PwC US Tax LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990PF 2023-12-01 956038921 NORTON SIMON ART FOUNDATION % TODD YUBA NORT 6264327740 385 E COLORADO BLVD 240 PASADENA CA 91101 TODD YUBA CFO 6264327740 2025-10-13 true true TRAVIS L PATTON P00369623 2024141000 2025-10-13 2023 2025-03-06 01:10:19Z X 2087325279 X 0 X 4865 4865 4865 3788768 3788768 3788768 1654232 1654232 1654232 1654232 9787924 15489389 11425518 292359 11263 9856 1407 1407 438967 1460787 438967 15676163 18334170 6180598 872751 331645 331645 541106 1166770 133852 133852 1022300 665783 167385 167385 419112 62101 6249 6249 55271 56853 7570 7570 29345 346818 314602 314602 36350 248708 15143 15143 55824 11165 11165 44897 129843 25597 25597 104265 29744 29710 1539198 180081 479010 1078741 5174393 1193289 1492218 3361097 0 0 5174393 1193289 1492218 3361097 10501770 17140881 4688380 1857 2614 2614 101216 55365 55365 32170 21402 32170 32170 91676 125727 125727 583660 604765 604765 139246830 161096029 161096029 2255560 1249169 1006391 1006391 1006391 85156253 104599471 104599471 5194267 4497679 708352 696588 696588 158253501 158408540 1819106159 385171138 426627660 2087325279 704511 909818 69302 225229 773813 1135047 X 384397325 425492613 384397325 425492613 385171138 426627660 384397325 10501770 30593518 425492613 425492613 16966 SHS BLACKROCK MSCI ACWI MIN VOL INDEX FUND B P 2017-07-31 328765 221439 107326 107326 COPEN & STEERS REAL ASSET FUND I P 51062 51062 198538 SHS JP MORGAN U.S. LARGE CAP 130/30 FUND P 2017-08-31 10500000 3935016 6564984 6564984 24209 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND P 2017-07-31 2024-04-04 3000000 1493948 1506052 1506052 CAPITAL GAIN DISTRIBUTIONS P 1609562 0 1609562 1609562 K-1 - BLACKROCK MSCI ACWI MIN VOL INDEX FUND B - LT P 624943 0 624943 624943 K-1 - BLACKROCK MSCI ACWI MIN VOL INDEX FUND B - ST P 0 12899 -12899 -12899 K-1 - JPMORGAN U.S. LARGE CAP 130/30 FUND, LLC - LT P 720292 0 720292 720292 K-1 - JPMORGAN U.S. LARGE CAP 130/30 FUND, LLC - ST P 305258 0 305258 305258 11425518 292359 X 1987-07-15 N/A 0 0 0 0 0 false false false 0 0 0 false false false false true true CA true true false false false true WWW.NORTONSIMONARTFOUNDATION.ORG TODD YUBA 6268446910 385 E COLORADO BLVD STE 240 PASADENA CA 91101 false false false true true false false false false false false false false false false false false false false false false false WALTER W TIMOSHUK 385 E COLORADO BLVD 240 PASADENA CA 91101 PRESIDENT 30.0 445417 132881 0 RONALD H DYKHUIZEN 385 E COLORADO BLVD 240 PASADENA CA 91101 CFO 30.0 228334 71295 0 STEPHANIE VILLASENOR 385 E COLORADO BLVD 240 PASADENA CA 91101 SECRETARY & VICE PRESIDENT 37.5 199000 25545 0 SARA CAMPBELL ABDO 385 E COLORADO BLVD 240 PASADENA CA 91101 TRUSTEE 1.0 0 0 0 DR JOHANNES CZERNIN 385 E COLORADO BLVD 240 PASADENA CA 91101 TRUSTEE 1.0 0 0 0 THOMAS L PFISTER 385 E COLORADO BLVD 240 PASADENA CA 91101 TRUSTEE 1.0 0 0 0 DR MICHAEL E PHELPS 385 E COLORADO BLVD 240 PASADENA CA 91101 TRUSTEE & VICE PRESIDENT 1.0 0 0 0 NANCY SHELMON 385 E COLORADO BLVD 240 PASADENA CA 91101 TRUSTEE 1.0 0 0 0 NINA SHEPHERD 385 E COLORADO BLVD 240 PASADENA CA 91101 TRUSTEE 1.0 0 0 0 LESLIE DENK 385 E COLORADO BLVD STE 240 PASADENA CA 91101 DIR OF EXT AFFAIRS 28.0 129375 29088 JOHN GRISWOLD 385 E COLORADO BLVD STE 240 PASADENA CA 91101 HEAD CONSV & INSTALL 28.0 97235 23383 JENINA GARRETT 385 E COLORADO BLVD STE 240 PASADENA CA 91101 CONTROLLER 19.0 80000 23485 EMILY TALBOT 385 E COLORADO BLVD STE 240 PASADENA CA 91101 CHIEF CURATOR 19.0 73751 17384 JENNIFER JOHNSON 385 E COLORADO BLVD STE 240 PASADENA CA 91101 SEN GRAPHIC DESIGNER 28.0 62630 32836 3 MERIPLEX SOLUTIONS LLC 10111 RICHMOND AVENUE SUITE 500 HOUSTON TX 77042 IT SERVICES 139957 NEPC LLC 225 FRANKLIN ST 29TH FLOOR BOSTON MA 02110 INVESTMENT ADVISOR 82388 AKA NYC LIMITED 321 W 44TH ST NEW YORK NY 10036 ADVERTISING AGENCY 58250 THE FOUNDATION MAINTAINS AN ART COLLECTION, WHICH IT LOANS TO MUSEUMS FOR EXHIBITION TO THE PUBLIC. MOST OF THE FOUNDATION'S ART IS ON LOAN TO THE NORTON SIMON MUSEUM. 3076412 ACQUISITION OF EQUIPMENT AND MISCELLANEOUS CAPITALIZED EXPENDITURES FOR THE PROMOTION OF THE FOUNDATION'S CHARITABLE PURPOSE. 227625 THE FOUNDATION CONDUCTS A SERIES OF ART-RELATED LECTURES AND PERFORMANCES. THEY WERE PRESENTED TO THE PUBLIC BOTH VIRTUALLY AND IN-PERSON AT THE NORTON SIMON MUSEUM. 157134 THE FOUNDATION PRODUCES SCHOLARLY CATALOGUES ON THE COLLECTIONS DISPLAYED AT THE NORTON SIMON MUSEUM. 127551 246333266 1268367 32865901 280467534 0 280467534 4207013 276260521 13813026 X 3361097 0 227625 0 0 3588722 1971-09-08 X 4688380 3577918 3014696 3250925 14531919 3985123 3041230 2562492 2763286 12352131 3588722 3400138 3269147 3060872 13318879 3588722 3400138 3269147 3060872 13318879 2097915366 2057998103 2063264196 2075619886 8294797551 1817387816 1807148311 1806921418 1806145776 7237603321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X MANAGEMENT FEE INCOME 438800 14 4865 14 3788768 16 1654232 15 167 18 9787924 1407 15235956 440207 15676163 1A THE FOUNDATION PROVIDES SUPPORT SERVICES TO THE NORTON SIMON FOUNDATION (A 501(C)(3) ORGANIZATION) FOR A MANAGEMENT FEE. 10 INVENTORY SOLD IS LIMITED TO SCHOLARLY ART CATALOGUES PRODUCED BY THE FOUNDATION. false false false false false false false false false false AUDIT, TAX AND ACCOUNTING FEES 56853 7570 7570 29345 WALTER W TIMOSHUK MR. TIMOSHUK IS ALSO A TRUSTEE AND CHAIR. EMPLOYEE BENEFIT PLANS CONTRIBUTION AMOUNT INCLUDES $70,698 ACCRUED TO A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS UNFUNDED, UNVESTED, AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. REPORTED AMOUNTS INCLUDE $89,083 OF COMPENSATION AND $12,437 OF BENEFITS RELATED TO SUPPORT SERVICES PROVIDED TO THE NORTON SIMON FOUNDATION. RONALD H DYKHUIZEN MR. DYKHUIZEN IS ALSO A TRUSTEE, VICE PRESIDENT, TREASURER AND ASSISTANT SECRETARY. EMPLOYEE BENEFIT PLANS CONTRIBUTION AMOUNT INCLUDES $30,813 ACCRUED TO A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS UNFUNDED, UNVESTED, AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. REPORTED AMOUNTS INCLUDE $45,667 OF COMPENSATION AND $8,097 OF BENEFITS RELATED TO SUPPORT SERVICES PROVIDED TO THE NORTON SIMON FOUNDATION. STEPHANIE VILLASENOR REPORTED AMOUNTS INCLUDE $39,800 OF COMPENSATION AND $5,109 OF BENEFITS RELATED TO SUPPORT SERVICES PROVIDED TO THE NORTON SIMON FOUNDATION. BLACKROCK ACWI MV INDEX FUND 53273291 53273291 EUROPACIFIC GROWTH FUND 46009377 46009377 JPMORGAN US LG CAP 130/30 FUND 33056017 33056017 VANGUARD TOT STK MKT IND FUND 28757344 28757344 DODGE & COX INCOME FUND FMV 42772305 42772305 VANGUARD LT TREAS INDEX FUND FMV 7935090 7935090 THE WEATHERLOW OFFSHORE FUND I FMV 28654793 28654793 HILLCREST BEVERLY OIL CORP FMV 863 863 NORTHERN TRUST - US GOV'T PORT FMV 100673 100673 COHEN & STEERS RA FUND-CLASS I FMV 25135747 25135747 ART RELATED LEGAL FEES 40308 0 0 40632 EE BENEFITS RELATED LEGAL FEES 21793 6249 6249 14639 COLLECTION OF ART 157983813 157983813 1818185640 FRAMES 192370 192370 688162 OTHER 9000 9000 9000 RIGHT-OF-USE-ASSET 68318 223357 223357 ADVERTISING 119384 0 0 130247 ART CONSERVATION 45282 0 0 41300 AUDIO TOUR EXPENSE 1269 0 0 1269 BUSINESS EXPENSE 43243 12399 12399 31722 COMPUTER SUPPLIES & EXPENSE 210707 60417 60417 169252 EXHIBITS 27900 0 0 26012 INSURANCE - ART 482946 0 0 494947 INSURANCE - CRIME & PROP 13951 13951 13951 0 INSURANCE - OTHER 32054 9191 9191 22390 INVESTMENT - CUSTODIAN FEE 17026 17026 17026 0 MANAGEMENT FEE ADJUSTMENT 0 0 298929 -298929 OFFSITE STORAGE 25011 7172 7172 20140 OTHER ART EXPENSES 320291 -504 -504 301855 OTHER OFFICE EXPENSES 84832 24321 24321 58782 PUBLICITY 56032 0 0 54592 RENTAL EXPENSE 36108 36108 36108 0 RIGHTS & REPRODUCTIONS 330 0 0 330 SCHOLARLY CATALOGUES 22832 0 0 24832 MANAGEMENT FEE INCOME 438800 105312 438800 OTHER INVESTMENT INCOME 167 1355475 167 NET CHANGE UNREALIZED GAIN ON INVESTMENT 30593518 LEASE LIABILITY 69302 225229 INVESTMENT CONSULTING FEES 82388 82388 82388 0 INVESTMENT MANAGEMENT FEES 231100 231100 231100 0 MISCELLANEOUS CONSULTING FEES 33330 1114 1114 36350