· Private foundation
Hartzell Norris Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2019–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k18 grants · $63k
- $10k–50k2 grants · $26k
- $50k–250k1 grant · $58k
| Recipient | Amount |
|---|---|
| WACO | $57,780 |
| BETHANY CENTER | $12,780 |
| SALVATION ARMY | $12,780 |
| LINCOLN COMMUNITY CENTER ASSN INC | $7,780 |
| HABITAT FOR HUMANITY MIAMI COUNTY | $6,000 |
| OVERFIELD TAVERN MUSEUM | $5,000 |
| HEALTH PARTNERS OF MIAMI | $5,000 |
| MEALS ON WHEELS | $5,000 |
| BOYS & GIRLS CLUB OF DAYTON | $3,880 |
| REHABILITATION CENTER FOR | $3,600 |
| BRADFORD OHIO RAILROAD MUSEUM | $2,500 |
| SPRINGFIELD MUSEUM OF ART | $2,500 |
| HILLSIDE CHAPEL OF THE | $2,400 |
| LEHMAN HS SCH FDN | $2,400 |
| ST BONIFACE RESERVED EDUCATION FOUNDATIO | $2,400 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–24, $257k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 3% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
43 repeat relationships — 19 still active in FY2025, 24 since wound down; 2 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 95% of grant dollars renewed an existing relationship; $7k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CCCLEAR CREEK FARM6× · 2020–2025 · $242k · revenue +24% · 26% of their budget
- MCMIAMI COUNTY DENTAL CLINIC5× · 2020–2024 · $70k · revenue +18%
- BGBOYS & GIRLS CLUB OF DAYTON INC3× · 2023–2025 · $59k · revenue +62%
Funded once
- AAALARM - AFRICAN LEADERSHIP AND RECONone grant, 2023 · $21k
- WCWHEATON COLLEGEone grant, 2020 · $15k
- DCDAYTON CHILDREN'S HOSPITALgraduatedone grant, 2021 · $10k · revenue +49%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Ohio christian university (ocu) is committed to offering a complete education that develops students intellectually, professionally, and spiritually. (continued on schedule o)ocu offers degree programs designed to equip students to become…
The chamber is a member association designed to be the leading advocate for the business community of the greater dayton region. its mission is to work shoulder to shoulder with businesses to help them succeed.
Cincinnati museum center inspires people of all ages to learn more about our world through science, regional history, and educational, engaging and meaningful experiences.
Defiance College graduates students to lead distinctive lives in their chosen professions through a spirit of service by preparing them to Know, To Understand, To Lead, and To Serve.
The dayton art institute is committed to enriching the community by creating meaningful experiences with art that are available to all.
The hospice of dayton, inc. is committed to making quality hospice care available and accessible to terminally ill persons and their families, regardless of ability to pay, and in a manner consistent with the highest hospice standards. our…
To promote community by nuturing children and empowering familites in a christian environment by providing childcare services and supportive services for families.
Museum
The hospice of miami county, inc. is committed to making quality hospice care available and accessible to terminally ill persons and their families, regardless of ability pay, and in a manner consistent with the highest hospice standards.…
Empowering prosperity for troy, ohio
Dedicated to providing residents and visitors a safe, clean, and well maintained facility that promotes health, education, and recreation through a network of quality programs, activities, and amenities.
For reference, the grantee most central to the portfolio’s shape is Troy Christian Schools Inc and the most unlike its peers is Darke County Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 41 years old; the field is 14. You back the established end — and your money leans older still.
The field is 23% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
34 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 34 of the 68 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds Miami County YMCA ↗
- Who funds PIQUA COMMUNITY FOUNDATION ↗
- Who funds CLEAR CREEK FARM ↗
- Who funds MIAMI COUNTY DENTAL CLINIC ↗
- Who funds BOYS & GIRLS CLUB OF DAYTON INC ↗
- Who funds COURT APPOINTED SPECIAL ADVOCATE OF ORANGE COUNTY ↗
- Who funds BETHANY CENTER ↗
- Who funds LINCOLN COMMUNITY CENTER ↗
- Who funds TROY CHRISTIAN SCHOOLS INC ↗
- Who funds AVIATION TRAIL INC ↗
- Who funds ENLACE USA ↗
- Who funds BRUKNER NATURE CENTER ↗
- Who funds BEREA COLLEGE ↗
- Who funds CREO DUPAGE LTD ↗
- Who funds SPRINGFIELD MUSEUM OF ART ↗
- Who funds OUR DAILY BREAD ↗
- Who funds THE NEW PATH INC ↗
- Who funds DAYTON CHILDREN'S HOSPITAL ↗
- Who funds TROY RECREATION ASSOCIATION INC ↗
- Who funds TROY SKATING CLUB ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Troy Foundation · The Paul G Duke Foundation · The Dayton Foundation · United Way of Miami County Ohio · Upper Valley Medical Center · Synchrony Foundation · Dayton Foundation Depository · Niels a Lundgard & Ruth Lundgard Fdn · Ohio Humanities Council · Johnson Charitable Gift Fund · Piqua Area United Way · The Niels a Lundgard and Ruth Lundgard
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Hartzell Norris Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.