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THE NORTON FOUNDATION, INC.

Company Details

Name: THE NORTON FOUNDATION, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 14 Jul 1958 (66 years ago)
Organization Date: 14 Jul 1958 (66 years ago)
Organization Number: 0161018
Primary County: Jefferson
Place of Formation: KENTUCKY
Last Annual Report: 20 May 2024 (6 months ago)
Principal Office: P.O. BOX 6262, LOUISVILLE, KY 40206
Principal Office ZIP code: 40206

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE NORTON FOUNDATION INC. 401(K) PLAN 2023 616024040 2024-08-23 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address P.O. BOX 6262, LOUISVILLE, KY, 40206
THE NORTON FOUNDATION INC. 401(K) PLAN 2022 616024040 2023-04-27 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address P.O. BOX 6262, LOUISVILLE, KY, 40206
THE NORTON FOUNDATION INC. 401(K) PLAN 2021 616024040 2022-07-22 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address P.O. BOX 6262, LOUISVILLE, KY, 40206
THE NORTON FOUNDATION INC. 401(K) PLAN 2020 616024040 2021-07-19 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address P.O. BOX 6262, LOUISVILLE, KY, 40206
THE NORTON FOUNDATION INC. 401(K) PLAN 2019 616024040 2020-07-09 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address P.O. BOX 6262, LOUISVILLE, KY, 40206

Signature of

Role Plan administrator
Date 2020-07-09
Name of individual signing MEREDITH ERICKSON
Valid signature Filed with authorized/valid electronic signature
THE NORTON FOUNDATION INC. 401(K) PLAN 2018 616024040 2019-08-19 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address 333 E. MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2019-08-19
Name of individual signing MEREDITH ERICKSON
Valid signature Filed with authorized/valid electronic signature
THE NORTON FOUNDATION INC. 401(K) PLAN 2017 616024040 2018-07-23 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address 333 E. MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2018-07-23
Name of individual signing MEREDITH ERICKSON
Valid signature Filed with authorized/valid electronic signature
THE NORTON FOUNDATION INC. 401(K) PLAN 2016 616024040 2017-07-26 THE NORTON FOUNDATION INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-04-01
Business code 813000
Sponsor’s telephone number 5028939549
Plan sponsor’s address 333 E. MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2017-07-26
Name of individual signing MEREDITH ERICKSON
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
Jane Norton Newton Director
Margaret Barrett Keith Director
S Brandon Coan Director
NATHAN LORD Director
CHAS. C. LEONARD Director
WOODFORD H. DULANEY, JR. Director
GEO. W. NORTON, IV Director
GEO. W. NORTON, JR. Director

Incorporator

Name Role
GEO. W. NORTON, JR. Incorporator
NATHAN LORD Incorporator
CHAS. C. LEONARD Incorporator

Registered Agent

Name Role
WAYNE WILSON Registered Agent

Secretary

Name Role
Meredith G Erickson Secretary

President

Name Role
Jane Norton Newton President

Vice President

Name Role
Margaret B Keith Vice President

Former Company Names

Name Action
THE GEORGE W. NORTON FOUNDATION, INC. Old Name
THE WAVE FOUNDATION, INC. Old Name

Filings

Name File Date
Annual Report 2024-05-20
Annual Report 2023-04-27
Annual Report 2022-03-08
Annual Report 2021-06-18
Principal Office Address Change 2020-04-23
Annual Report 2020-04-23
Registered Agent name/address change 2019-06-13
Annual Report 2019-06-13
Annual Report 2018-05-14
Annual Report 2017-04-19

Date of last update: 12 Nov 2024

Sources: Kentucky Secretary of State