R and E Norton Philanthropic Tr
R and E Norton Philanthropic Tr is a private foundation focused on Arts, Culture & Humanities, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $10.3M in total assets. In 2026, it awarded 2 grants totaling $888K. Net investment income was $387K.
R and E Norton Philanthropic Tr at a glance
In short: R and E Norton Philanthropic Tr gave $888K across 2 grants in 2026 (avg $444K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $887,768
- -8.6% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $443,884
- -8.6% vs 2025
- Median grant
- $443,884
- Total assets
- $10,256,053
- -5.0% vs 2025
- Primary geography
- Florida (90% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who R and E Norton Philanthropic Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Norton Gallery & School of Art ($796K). Together the top 2 received $888K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
Cities
How R and E Norton Philanthropic Tr gives
- Giving held roughly steady from 2023 to 2026 (+5%). Method
- In 2026 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $676K (2024) to $971K (2025). In 2026 it made 2 grants totaling $888K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Norton Gallery & School of Art W Palm Beach, FL | Unrestricted General | $795,691 |
| Chautauqua Institution New York, NY | Unrestricted General | $92,077 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $10,256,053 | $439,943 | $979,714 | $887,768 | 2 | $919,742 | $386,730 | $867,441 |
| 2025 | $10,795,828 | $615,318 | $1,060,952 | $971,356 | 2 | $1,000,651 | $567,244 | $782,725 |
| 2024 | $11,241,462 | $590,164 | $746,936 | $675,652 | 2 | $702,161 | $547,859 | $711,036 |
| 2023 | $11,398,233 | $-55,808 | $915,457 | $847,595 | 2 | $873,077 | $227,711 | $676,861 |
| 2022 | $12,369,497 | $1,046,063 | $947,191 | $809,054 | 2 | $841,136 | $993,771 | $774,506 |
| 2021 | $12,270,628 | $2,943,077 | $820,475 | $728,217 | 2 | — | $2,888,755 | $686,183 |
| 2020 | $10,147,897 | $-39,819 | $784,511 | $682,743 | 2 | — | $205,745 | $664,026 |
Under IRS private-foundation payout rules, R and E Norton Philanthropic Tr reported a distributable amount of $867K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
R and E Norton Philanthropic Tr's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$79K (2022) → $79K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $79K, to Bank of America (Trustee).
Frequently asked questions about R and E Norton Philanthropic Tr
How much does R and E Norton Philanthropic Tr give each year?
R and E Norton Philanthropic Tr gave $888K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $971K across 2 grants.
How large is R and E Norton Philanthropic Tr?
R and E Norton Philanthropic Tr reported $10.3M in total assets on its 2026 IRS Form 990-PF. It paid out $920K in qualifying distributions that year, against a required minimum of $867K (roughly 5% of its investment assets).
What is R and E Norton Philanthropic Tr?
R and E Norton Philanthropic Tr is a private foundation focused on Arts, Culture & Humanities, based in Dallas, TX. It holds $10.3M in total assets as of 2026.
Where does R and E Norton Philanthropic Tr operate?
R and E Norton Philanthropic Tr has awarded grants in Florida, New York.
What is R and E Norton Philanthropic Tr's EIN?
R and E Norton Philanthropic Tr's EIN (Employer Identification Number) is 36-6037367. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS August 31, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 29, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work R and E Norton Philanthropic Tr funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
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Browse active grant opportunities in R and E Norton Philanthropic Tr's focus areas in our free grants database
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