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Hartzell-Norris Charitable Trust is a private trust based in CINCINNATI, OH. The foundation received its IRS ruling in 1943. The principal officer is Piqua National Bank & Trust Co. It holds total assets of $5.3M. Annual income is reported at $1.4M. Total assets have grown from $4.1M in 2010 to $5.3M in 2022. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. Grantmaking is concentrated in Ohio. According to available records, Hartzell-Norris Charitable Trust has made 107 grants totaling $1.1M, with a median grant of $3K. Annual giving has decreased from $439K in 2020 to $238K in 2022. Individual grants have ranged from $1K to $230K, with an average award of $10K. The foundation has supported 60 unique organizations. The foundation primarily supports organizations in Ohio, Michigan, California, which account for 89% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$4K
Average Grant
$10K
Largest Grant
$50K
Based on 25 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Hartzell-Norris Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 107 grants. Its grantmaking reaches organizations primarily in OH, MI, CA.
Hartzell-Norris Charitable Trust has distributed a total of $1.1M across 107 grants. The median grant size is $3K, with an average of $10K. Individual grants have ranged from $1K to $230K.
Hartzell-Norris Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Hartzell-Norris Charitable Trust is headquartered in CINCINNATI, OH. While based in OH, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Fifth Third Bank N A | TRUSTEE | $39K | $0 | $39K |
Total Giving
$340K
Total Assets
$5.3M
Fair Market Value
$6.3M
Net Worth
$5.3M
Grants Paid
$310K
Contributions
N/A
Net Investment Income
$156K
Distribution Amount
$315K
Total: $4.9M
Total Grants
107
Total Giving
$1.1M
Average Grant
$10K
Median Grant
$3K
Unique Recipients
60
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyPROGRAM SERVICES | Benton, AR | $7K | 2022 |
| Seeds Of HopeGENERAL SUPPORT | Midlothian, VA | $3K | 2021 |
| Miami County YmcaGENERAL SUPPORT | Piqua, OH | $50K | 2022 |
| Piqua Community FoundationGENERAL | Piqua, OH | $40K | 2022 |
| Matthew 25 MinistriesGENERAL SUPPORT | Gobles, MI | $25K | 2022 |
| Troy Christian SchoolsPROGRAM SERVICES | Troy, OH | $19K | 2022 |
| Across UsaGENERAL OPERATING | Carson, CA | $15K | 2022 |
| Casa Of Orange CountyGENERAL OPERATING | Santa Ana, CA | $15K | 2022 |
| Miami County Dental ClinicPROGRAM SERVICES | Troy, OH | $10K | 2022 |
| Aviation Trail IncGENERAL OPERATING | Dayton, OH | $10K | 2022 |
| Habitat For Humanity Miami CountyPROGRAM SERVICES | Troy, OH | $6K | 2022 |
| Bethany CenterGENERAL SUPPORT | Piqua, OH | $5K | 2022 |
| Ohio Foundation Of IndependentGENERAL SUPPORT | Columbus, OH | $5K | 2022 |
| Rehabilitation Center ForGENERAL | Piqua, OH | $4K | 2022 |
| Meals On WheelsPROGAM SERVICES | Piqua, OH | $3K | 2022 |
| Springfield Museum Of ArtPROGRAM SERVICES | Springfield, OH | $3K | 2022 |
| Health Partners Of MiamiPROGRAM SERVICES | Troy, OH | $2K | 2022 |
| Clear Creek FarmGENERAL | Piqua, OH | $2K | 2022 |
| Brukner Nature CenterPROGRAM SERVICES | Troy, OH | $2K | 2022 |
| Lehman Hs Sch FdnPROGRAM SERVICES | Sidney, OH | $2K | 2022 |
| Daily Bread Of Indian Lake Ohio IncGENERAL OPERATING PURPOSE | Huntsville, OH | $2K | 2022 |
| St Boniface ReservePROGRAM SERVICES | Piqua, OH | $2K | 2022 |
| Hillside Chapel Of TheGENERAL | Dayton, OH | $2K | 2022 |
| Berea CollegePROGRAM SERVICES | Berea, KY | $2K | 2022 |
| The New Path IncGENERAL | Tlpp City, OH | $1K | 2022 |
| Piqua Civic BandPROGRAM SERVICES | Piqua, OH | $1K | 2022 |
| Lincoln Community Center Assn IncGENERAL SUPPORT | Troy, OH | $13K | 2021 |
| La SemillaGENERAL SUPPORT | Anthony, NM | $10K | 2021 |
| Dayton Children'S HospitalPROGRAM SERVICES | Dayton, OH | $10K | 2021 |
| Good News In ActionGENERAL SUPPORT | Sidney, OH | $5K | 2021 |
| WacoSCHOLARSHIP | Troy, OH | $5K | 2021 |
| Johnson Farm And Indian AgencyGENERAL | Piqua, OH | $5K | 2021 |
| Bradford Ohio Railroad MuseumGENERAL SUPPORT | Bradford, OH | $5K | 2021 |
| Salvation Army - PiquaPROGRAM SERVICES | Piqua, OH | $5K | 2021 |
| Family Abuse Shelter Of Miami CountyGENERAL SUPPORT | Troy, OH | $5K | 2021 |
| Eagles Wings Stable IncGENERAL SUPPORT | Piqua, OH | $5K | 2021 |
| Enlace UsaGENERAL SUPPORT | Irvine, CA | $4K | 2021 |
| Darke County Historical Society IncGENERAL SUPPORT | Greenville, OH | $3K | 2021 |
| Creo Dupage LtdGENERAL SUPPORT | Glen Elyyn, IL | $3K | 2021 |
| New Life FurnitureGENERAL | Cincinnati, OH | $3K | 2021 |
| Champaign Aviation MuseumGENERAL | Urbana, OH | $3K | 2021 |