Hartzell Norris Charitable Trust
Hartzell Norris Charitable Trust is a private foundation based in Cincinnati, Ohio. Its 2025 grants supported organizations in Ohio and Arkansas, including organizations providing scholarships, social services, community programs, and arts and cultural activities.
Hartzell Norris Charitable Trust at a glance
In short: Hartzell Norris Charitable Trust gave $146K across 21 grants in 2025 (avg $7K), mostly in Ohio. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $146,200
- -60.1% vs 2024
- Grants made (2025)
- 21
- -30.0% vs 2024
- Average grant
- $6,962
- -43.0% vs 2024
- Median grant
- $2,500
- Total assets
- $5,671,769
- +8.0% vs 2024
- New grantees (estimate)
- 5% first-time grantees (1 of 21, 2025; small sample)
- Primary geography
- Ohio (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hartzell Norris Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hartzell Norris Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Waco ($58K). Together the top 10 received $120K.
Grant Size Distribution
156 grants across all recorded years
The most common grant size was under $50K: 148 grants of 156 (95%).
Geographic Focus
Where this funder awards grants
In 2025, 90% of grant dollars went to recipients in Ohio, 9% to recipients in Arkansas, and 2% to recipients in Kentucky.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is Hartzell Norris Charitable Trust open to new grantees?
5%
first-time grantees, 2025
In 2025, 1 of 21 grantees (5%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $7K. How we count
Medians: $5K first-time, $3K repeat.
- 90% of 2025 grantees were also funded in 2024. Method
- Giving fell 39% from 2022 to 2025. Method
- In 2025 it paid out 39% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $146K (2025) to $439K (2020). In 2025 it made 21 grants totaling $146K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waco Troy, OH | Scholarship | $57,780 |
| Salvation Army Benton, AR | Program Services | $12,780 |
| Bethany Center Piqua, OH | General Support | $12,780 |
| Lincoln Community Center Assn Inc Troy, OH | General Support | $7,780 |
| Habitat for Humanity Miami County Troy, OH | Program Services | $6,000 |
| Overfield Tavern Museum Troy, OH | Program Services | $5,000 |
| Health Partners of Miami Troy, OH | Program Services | $5,000 |
| Meals on Wheels Piqua, OH | Progam Services | $5,000 |
| Boys & Girls Club of Dayton Dayton, OH | Project/Program Support | $3,880 |
| Rehabilitation Center for Piqua, OH | General | $3,600 |
Ready to take the next step with Hartzell Norris Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,671,769 | $609,613 | $191,228 | $146,200 | 21 | $153,347 | $577,659 | $393,801 |
| 2024 | $5,253,019 | $321,511 | $405,290 | $366,700 | 30 | $372,589 | $291,529 | $367,910 |
| 2023 | $5,332,403 | $192,512 | $339,795 | $309,514 | 35 | $314,638 | $156,377 | $314,650 |
| 2022 | $5,473,513 | $119,563 | $287,888 | $237,849 | 25 | $238,637 | $99,791 | $330,570 |
| 2021 | $5,644,388 | $1,032,453 | $452,143 | $384,800 | 45 | — | $989,272 | $330,836 |
| 2020 | $5,135,707 | $309,242 | $508,869 | $438,600 | 37 | — | $255,773 | $301,815 |
Under IRS private-foundation payout rules, Hartzell Norris Charitable Trust reported a distributable amount of $394K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grant list shows support for a range of charitable organizations. For example, Bethany Center describes its mission as offering food, clothing, and hot meals to people in need; Boys & Girls Club of Dayton says it works to help young people reach their potential; and the Rehabilitation Center for describes programs for people with special needs and community wellness services. Other grantees describe work in wildlife conservation, family financial assistance, railroad history preservation, and visual arts.
Grantmaking
In 2025, the trust made 21 grants totaling $146,200. Grant amounts ranged from $2,400 to $57,780, with a median grant of $2,500. The largest listed grant was $57,780 to WACO in Troy, Ohio, for scholarships. Other notable grants included $12,780 to the Salvation Army in Benton, Arkansas, for program services; $12,780 to Bethany Center in Piqua, Ohio, for general support; $7,780 to Lincoln Community Center Association in Troy, Ohio, for general support; and $6,000 to Habitat for Humanity Miami County in Troy, Ohio, for program services.
Leadership & Key People
Leadership team and compensation from IRS filings
Fifth Third Bank N A is listed as trustee on the 2025 filing.
Hartzell Norris Charitable Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $37K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $37K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Hartzell Norris Charitable Trust
How much does Hartzell Norris Charitable Trust give each year?
Hartzell Norris Charitable Trust gave $146K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $367K across 30 grants.
What is Hartzell Norris Charitable Trust's typical grant size?
Hartzell Norris Charitable Trust's median grant in 2025 was $2,500, and its average grant was $6,962, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hartzell Norris Charitable Trust that year got $5K on average.
Where does Hartzell Norris Charitable Trust give grants?
Hartzell Norris Charitable Trust gives mostly in Ohio: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arkansas (9%). The most frequent recipient cities were Troy, OH (7 grants), Piqua, OH (5 grants) and Dayton, OH (2 grants).
Does Hartzell Norris Charitable Trust give general operating support?
Yes: 33% of Hartzell Norris Charitable Trust's 2025 grants with a stated purpose (7 of 21) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Program Services" (11 grants).
Who are Hartzell Norris Charitable Trust's largest grantees?
Hartzell Norris Charitable Trust's largest 2025 grantees include Waco ($57,780), Salvation Army ($12,780) and Bethany Center ($12,780), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.
How large is Hartzell Norris Charitable Trust?
Hartzell Norris Charitable Trust reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $394K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Hartzell Norris Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grant list shows support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Hartzell Norris Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Hartzell Norris Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 5, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 10, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Hartzell Norris Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Hartzell Norris Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/hartzell-norris-charitable-trust-morg_cde6f31f0eac484c90153511fec4b6f2
BibTeX
@misc{grantable_316024521_2026,
author = {{Grantable}},
title = {{Hartzell Norris Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hartzell-norris-charitable-trust-morg_cde6f31f0eac484c90153511fec4b6f2},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Hartzell Norris Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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