Hartzell Norris Charitable Trust

CINCINNATI, OH EIN: 31-6024521

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

-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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Ohio $1.4M (83%)

California $101K (6%)

Michigan $95K (5%)

Arkansas $30K (2%)

Texas $21K (1%)

Kentucky $17K (1%)

Illinois $13K (1%)

New Mexico $10K (1%)

+2 more states

States

Arkansas California Illinois Kentucky Michigan New Mexico New York Ohio Texas Virginia

Cities

AnthonyBellefontaineBentonBereaBradfordCarsonCasstownCincinnatiColumbusDallasDaytonEastlakeGlen EllynGlen ElyynGoblesGreenvilleHuntsvilleIndianapolisIrvineKansas City

Financial History

Multi-year comparison from IRS filings

Total assets: $5,253,019
Total annual giving: $366,700

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Website: www.hartzellindustries.com/careers/community

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.