Norton-White-Gale Trust

Private foundation · Grantmaker Willoughby, OH EIN: 34-6521422

Norton-White-Gale Trust is a private foundation, based in Willoughby, OH. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $1.4M. Net investment income was $21K.

Norton-White-Gale Trust at a glance

In short: Norton-White-Gale Trust gave $1.4M across 2 grants in 2023 (avg $686K), mostly in Ohio. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$1,372,884
+2267.0% vs 2022
Grants made (2023)
2
-60.0% vs 2022
Average grant
$686,442
+5817.6% vs 2022
Median grant
$686,442
Primary geography
Ohio (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who Norton-White-Gale Trust funds

How this funder distributes its grants

Grant Size Distribution

20 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K2$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 20 (90%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2023 grant dollars across all 2 itemized grants.

States

Cities

ClevelandChagrin FallsMentorPort ClintonBeachwoodWaite Hill

How Norton-White-Gale Trust gives

  • Giving grew 2352% from 2020 to 2023. Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M7 grants2020 6 grants2021 5 grants2022 2 grants2023

From 2020 to 2023, annual grant giving ranged from $56K (2020) to $1.4M (2023). In 2023 it made 2 grants totaling $1.4M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
2 grants to individuals Recipients not named —$1,372,884
Your AI grants department

Ready to take the next step with Norton-White-Gale Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$25,287$817,122$1,372,8842$712,358$20,523$30,089
2022$791,835$22,632$68,113$58,0005$59,400$15,137$65,795
2021$837,264$70,210$77,561$68,0006$69,582$62,540$73,364
2020$844,717$42,960$65,607$56,0007—$36,628$60,223

Under IRS private-foundation payout rules, Norton-White-Gale Trust reported a distributable amount of $30K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Norton-White-Gale Trust's 2023 filing lists 4 officers; none of the 4 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Carolyn W. Barr

    Trustee

    On filings since 2020

    No compensation reported

  • Katherine B. Hollingsworth

    Trustee

    On filings since 2020

    No compensation reported

  • Robert I. Gale III

    Trustee

    On filings since 2020

    No compensation reported

  • Robert T. Gale

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Norton-White-Gale Trust

How much does Norton-White-Gale Trust give each year?

Norton-White-Gale Trust gave $1.4M across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $58K across 5 grants.

Where does Norton-White-Gale Trust operate?

Norton-White-Gale Trust has awarded grants in Ohio.

How much is Norton-White-Gale Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Norton-White-Gale Trust reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Norton-White-Gale Trust's EIN?

Norton-White-Gale Trust's EIN (Employer Identification Number) is 34-6521422. IRS Form 990 filing data is available on this page for 2020–2023.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
  4. IRS filings on file for fiscal years 2020–2023

Explore Open Grants

Browse active grant opportunities in Norton-White-Gale Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common

The Louise H & David S Ingalls Fdn

Shaker Heights, OH

The Louise H. & David S. Ingalls Foundation funds public charities working in areas including the environment, arts and culture, education, and health, with most of its giving going to Ohio. In 2025, grants ranged from $5,000 to $250,000, with a median of $30,000. It does not describe an open unsolicited application process: trustees respond to organizations they wish to pursue, and forms are provided as appropriate.

Assets

$40.3M

Grants

45

Total Given

$2.7M

The Lenox Foundation

Albany, NY

The Lenox Foundation funds health care, conservation, education, and community services, with 2025 grants ranging from $500 to $75,000 and a median of $5,000. It is based in Albany, New York, and its 2025 grants went mainly to organizations in Massachusetts, Florida, and Ohio, with smaller shares in Rhode Island and New York. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$8.2M

Grants

65

Total Given

$539K

Mt Sinai Health Care Foundation

Cleveland, OH

The Mt Sinai Health Care Foundation funds health and well-being in Greater Cleveland, including Jewish community health, equitable health outcomes, academic medicine and bioscience, and health policy. Its 2025 grants ranged from $6,000 to $1 million, with a median of $40,000. It asks prospective applicants to contact a program officer before applying; it does not state whether unsolicited requests are accepted.

Health

Assets

$189.6M

Grants

69

Total Given

$7.4M

Emma R Fox Char Trust MUT FDS

Pittsburgh, PA

The foundation supports preselected organizations in areas including Jewish community life, arts and culture, accessibility, public broadcasting, neighborhood development, and hunger relief, primarily in Ohio. Its 2025 grants ranged from $2,000 to $99,000, with a median of $5,000. It does not accept unsolicited funding requests.

Assets

$10.1M

Grants

71

Total Given

$485K

Ariella Rose Levine Foundation

Naples, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$99

Grants

1

Total Given

$100

Murphy Family Foundation

Solon, OH

The Murphy Family Foundation primarily funds nonprofit programs addressing poverty in greater Cleveland, especially food assistance, shelter, and educational support for disadvantaged people. Its 2025 grants ranged from $1,000 to $20,000, with a median of $5,000; applicants must be 501(c)(3) organizations, and the foundation’s application guidelines describe how to apply.

Assets

$6.5M

Grants

83

Total Given

$451K

More similar funders

More Funders in Ohio

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Norton-White-Gale 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.

Norton-White-Gale Trust down — hundreds of funders to go?

Want AI to do this for you?