Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 50,507,338 | 12,404,995 | 14,099,854 | 22,500,924 | 23,075,372 | 122,588,483 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 208,282 | 644,550 | 448,652 | 330,456 | 1,265,518 | 2,897,458 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 50,715,620 | 13,049,545 | 14,548,506 | 22,831,380 | 24,340,890 | 125,485,941 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 125,485,941 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 50,715,620 | 13,049,545 | 14,548,506 | 22,831,380 | 24,340,890 | 125,485,941 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 3,102,009 | 2,531,568 | 4,063,187 | 3,422,220 | 3,336,574 | 16,455,558 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 3,102,009 | 2,531,568 | 4,063,187 | 3,422,220 | 3,336,574 | 16,455,558 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 210 | 980,863 | 453,754 | 240,470 | 1,275,609 | 2,950,906 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 53,817,839 | 16,561,976 | 19,065,447 | 26,494,070 | 28,953,073 | 144,892,405 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1: | THE NORTON MUSEUM OF ART WAS FOUNDED IN 1941 BY RALPH HUBBARD NORTON (1875-1953) AND HIS WIFE ELIZABETH CALHOUN NORTON (1881-1947). NORTON, AN INDUSTRIALIST WHO HEADED THE ACME STEEL COMPANY IN CHICAGO, BEGAN COLLECTING ART IN THE 1920S, FORMING A SIZABLE COLLECTION OF PAINTINGS AND SCULPTURE. IN 1935, MR. NORTON SEMI-RETIRED, AND THE COUPLE BEGAN TO SPEND MORE TIME IN THE PALM BEACHES, EVENTUALLY DECIDING TO FOUND THEIR OWN MUSEUM IN WEST PALM BEACH, ESTABLISHING SOUTH FLORIDA'S FIRST SUCH INSTITUTION. THE NORTON GALLERY AND SCHOOL OF ART, DESIGNED BY RENOWNED ARCHITECT MARION SIMS WYETH, OPENED TO THE PUBLIC ON FEBRUARY 8, 1941. NORTON CONTINUED TO ADD TO HIS COLLECTION UNTIL HIS DEATH IN 1953, AND THE WORKS THAT HE AND HIS WIFE GAVE THE MUSEUM NOW FORM THE CORE OF THE INSTITUTION'S PERMANENT COLLECTION. SINCE ITS FOUNDING, MANY DISTINGUISHED ADDITIONS HAVE BEEN MADE THANKS TO AN ENDOWMENT CREATED BY MR. NORTON FOR THIS PURPOSE AND THE GENEROSITY OF COUNTLESS OTHER SUPPORTERS. WITH THIS GROWTH, THE NORTON'S HOLDINGS NOW COMPRISE ONE OF THE MOST DISTINGUISHED COLLECTIONS SOUTH OF WASHINGTON, D.C., BOASTING MORE THAN 8,400 WORKS IN FIVE CURATORIAL DEPARTMENTS: AMERICAN, CHINESE, CONTEMPORARY, EUROPEAN, AND PHOTOGRAPHY. THE COLLECTION FEATURES A WIDE VARIETY OF MASTERPIECES, SUCH AS PAUL GAUGIN'S CHRIST IN THE GARDEN OF OLIVES (1889), STUART DAVIS'S NEW YORK MURAL (1932), AND JACKSON POLLOCK'S NIGHT MIST (1945), AMONG OTHERS. A PRINCIPAL STRENGTH OF THE NORTON LIES IN ITS PERMANENT COLLECTION; THE QUALITY, DEPTH, AND BREADTH OF ITS HOLDINGS ARE LEVERAGED AS THE BASIS FOR EXHIBITIONS, EDUCATIONAL PROGRAMS, AND SCHOLARSHIP. A FEW OF THE MOST VISIBLE EXAMPLES OF THE NORTON'S ARTISTIC EXCELLENCE INCLUDE THE 2011 LAUNCH OF RECOGNITION OF ART BY WOMEN (RAW), AN ONGOING EXHIBITION SERIES CELEBRATING LIVING WOMEN ARTISTS; THE 2012 LAUNCH OF THE RUDIN PRIZE FOR EMERGING PHOTOGRAPHERS, A BIENNIAL INTERNATIONAL AWARD FOR ARTISTS ON THE LEADING EDGE OF THE FIELD; AND THE 2020 ESTABLISHMENT OF THE MUSEUM'S ARTIST-IN-RESIDENCE PROGRAM, WHICH BRINGS TALENTED ARTISTS FROM AROUND THE WORLD TO PALM BEACH COUNTY. WITH FLORIDA'S POPULATION DRAMATICALLY INCREASING AND THE MUSEUM GRADUALLY OUTGROWING ITS SPACES, THE NORTON EMBARKED ON A BOLD, VISIONARY EXPANSION IN 2013, ENLISTING THE RENOWNED LONDON-BASED ARCHITECTURAL FIRM OF FOSTER + PARTNERS TO DESIGN A NEW BUILDING. THE TRANSFORMED MUSEUM OPENED ON FEB. 9, 2019, FEATURING THE KENNETH C. GRIFFIN BUILDING, WHICH INCLUDES 12,000 SQUARE FEET OF NEW GALLERY SPACE; EXPANDED CLASSROOM SPACE; A LARGER STUDENT EXHIBITION SPACE; A STATE-OF-THE ART, 210-SEAT AUDITORIUM; A NEW STORE AND RESTAURANT; AND A SPACIOUS HALL SERVING AS THE MUSEUM'S "LIVING ROOM." THE EXPANSION HAS MADE A SIGNIFICANT IMPACT BY PROVIDING ADDITIONAL GALLERY SPACE TO ACCOMMODATE MORE AMBITIOUS ORIGINAL AND TRAVELING EXHIBITIONS; BY PRESENTING NEW OPPORTUNITIES TO HOST DIVERSE PROGRAMS THAT ACTIVATE EVERY CORNER OF THE MUSEUM CAMPUS; AND BY INTRODUCING AN INTERNATIONAL DIMENSION TO THE NORTON THAT HAS INCREASED VISITATION BY DRAWING TOURISTS YEAR-ROUND. TODAY, THE NORTON CONTINUES TO FULFIL ITS MISSION WITH A PROFOUND COMMITMENT TO COMMUNITY AND TO PROMOTING ART'S ABILITY TO INSPIRE DISCOVERY, SPARK CREATIVITY, AND FOSTER CULTURAL UNDERSTANDING. THROUGH ITS DYNAMIC PROGRAMS AND EXHIBITIONS, THE MUSEUM IS ABLE TO CONSISTENTLY SERVE THE REGION AS A VIBRANT HUB OF CULTURAL AND ARTISTIC EXPRESSION, A PLATFORM FOR DIALOGUE AND INNOVATION, AND A COMMUNITY CENTER FOR THE PUBLIC TO GATHER, LEARN, AND EXCHANGE IDEAS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR ANNE REYES AND DIRECTOR PAM REYES ARE RELATED AS SISTERS-IN-LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS OF THE GOVERNING BOARD APPOINT NEW DIRECTORS TO THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT AND RISK COMMITTEE CONDUCTS A THOROUGH REVIEW OF THE FINAL DRAFT BEFORE IT GOES TO THE FULL BOARD OF TRUSTEES. THE FINAL DRAFT IS THEN PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING FOR THEIR REVIEW AND CONCURRENCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD IS PROVIDED WITH A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS USED BY THE ORGANIZATION TO DETERMINE IF THERE ARE ANY CONFLICTS BETWEEN THE BOARD AND THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION FOR THE CURRENT PERIOD WAS DETERMINED BY THE CHAIRMAN OF THE BOARD'S ANALYSIS OF COMPARABLE SALARY DATA OF SIMILAR POSITIONS IN OTHER ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION RETAINS ALL REQUIRED PUBLIC INSPECTION DOCUMENTS AT ITS CORPORATE OFFICE. SHOULD THE PUBLIC REQUEST TO REVIEW ANY OF THE DOCUMENTS, THE ORGANIZATION HAS THEM READILY AVAILABLE FOR INSPECTION. |
| FORM 990, PART XII, LINE 2C: | THE POLICY FOR THE OVERSIGHT COMMITTEE HAS NOT CHANGED DURING THE YEAR. |
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| Software Version: |