Hartzell Norris Charitable Trust
The Hartzell Norris Charitable Trust is a company-sponsored foundation based in Cincinnati, Ohio. Established in 1943, the trust is affiliated with Hartzell Industries, Inc. and operates as a private charitable foundation supporting a broad range of philanthropic causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
-1.5% YoY
Annual Giving
$367K
+18.5% YoY
Grant Count
30
-14.3% YoY
Avg Grant Size
$12K
+38.2% YoY
Under IRS private-foundation payout rules, Hartzell Norris Charitable Trust reported a distributable amount of $368K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports organizations involved in:
- Arts and culture
- Education (elementary through higher education)
- Health care, with notable emphasis on cancer care
- Housing development and community economic development
- Human services
- Christianity and religious organizations
- Youth development and scouting programs
Grantmaking
Applicants must contact the foundation directly to inquire about the application process. There are no stated deadlines.
Review Cycle
.
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Ohio, with 78% of grants remaining within the state. Additional funding extends to California, New York, Michigan, and Kentucky.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total assets: $5,253,019
- Total annual giving: $366,700
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,253,019 | $5,332,403 | $5,473,513 |
| Revenue | $321,511 | $192,512 | $119,563 |
| Expenses | $405,290 | $339,795 | $287,888 |
| Qualifying Distributions | $372,589 | $314,638 | $238,637 |
| Net Investment Income | $291,529 | $156,377 | $99,791 |
| Distributable Amount | $367,910 | $314,650 | $330,570 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
172 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Waco ($50,000), Boys & Girls Club of Dayton ($50,000), Miami County Ymca ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACROSS USA CARSON, CA | GENERAL OPERATING | $5,000 |
| ENLACE USA IRVINE, CA | GENERAL SUPPORT | $7,500 |
| THE NEW PATH INC TLPP CITY, OH | GENERAL | $2,400 |
| PIQUA COMMUNITY FOUNDATION PIQUA, OH | GENERAL | $45,000 |
| WACO TROY, OH | SCHOLARSHIP | $50,000 |
| MIAMI COUNTY DENTAL CLINIC TROY, OH | PROGRAM SERVICES | $15,000 |
| SALVATION ARMY BENTON, AR | PROGRAM SERVICES | $5,000 |
| BEREA COLLEGE BEREA, KY | PROGRAM SERVICES | $2,400 |
| BOYS & GIRLS CLUB OF DAYTON DAYTON, OH | PROJECT/PROGRAM SUPPORT | $50,000 |
| MIAMI COUNTY YMCA PIQUA, OH | GENERAL SUPPORT | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $33,228 |
Contact Information
Address: PO Box 630858 Cincinnati, OH 45263-0858
Phone: 513-534-5310
Frequently Asked Questions
What does Hartzell Norris Charitable Trust fund?
The foundation supports organizations involved in: • Arts and culture • Education (elementary through higher education) • Health care, with notable emphasis on cancer care • Housing development and community economic development • Human services • Christianity and religious organizations • Youth development and scouting programs
How do I apply for a grant from Hartzell Norris Charitable Trust?
**Grant Activity:** • Total annual giving: $366,700 • Recent grants include: • $50,000 to WACO Historical Society (for scholarship support) • $50,000 to Boys and Girls Club • $45,000 to Piqua Community Foundation • $20,000 to Ronald McDonald House Charities • $10,500 to Lincoln Community Center Association • $6,000 to Habitat for Humanity – Miami **Application Process:** Applicants must contact the foundation directly to inquire about the application process. There are no stated deadlines. **Gr…
Where does Hartzell Norris Charitable Trust make grants?
The foundation primarily funds organizations in Ohio, with 78% of grants remaining within the state. Additional funding extends to California, New York, Michigan, and Kentucky.
What size grants does Hartzell Norris Charitable Trust award?
In 2024, Hartzell Norris Charitable Trust awarded 30 grants totaling $367K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Hartzell Norris Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hartzell Norris Charitable Trust reported a distributable amount of $368K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hartzell Norris Charitable Trust's EIN?
Hartzell Norris Charitable Trust's EIN (Employer Identification Number) is 31-6024521. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hartzell Norris Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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