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Ohio · 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.

$146k
Granted FY2025(still arriving)
21
Grants FY2025
29
Organizations funded FY2024
3%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,500
Largest grant, FY2025
$57,780
Organizations funded a year
24 to 44
FY2020 to FY2024
States reached, FY2025
3
Total assets, FY2025
$5.7M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 3% of the organizations Hartzell Norris Charitable Trust funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2024, 98% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
InternationalEducationHealthHuman ServicesCivil RightsFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving21$146k10%
FY202429$322k3%
FY202334$270k15%
FY202224$198k21%
FY202144$305k41%
FY202036$399kn/a
94% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Human Services$416kFood & Nutrition$358kPhilanthropy$245kEducation$225kReligion$136kHealth$134kArts & Culture$80kYouth Development$68kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
MI
NY
OH
CA
KY
VA
NM
AR
TX

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 35 grantees

What it could do for these grantees

Plus 32 recipients with no EIN on record ($616k), not named here.

Where it is load-bearing

Hartzell Norris Charitable Trust supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 32 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMiami County YMCA: $250,000 over 4y, 1.4% of budgetClear Creek Farm: $242,400 over 6y, 26% of budgetMiami County Dental Clinic: $70,000 over 5y, 1.5% of budgetBoys & Girls Club of Dayton Inc: $58,880 over 3y, 1.9% of budgetCourt Appointed Special Advocate of Orange County: $50,000 over 3y, 0.4% of budgetBethany Center: $41,780 over 5y, 8.0% of budgetLincoln Community Center: $36,280 over 4y, 1.1% of budgetTroy Christian Schools Inc: $31,449 over 6y, 0.3% of budgetAviation Trail Inc: $30,000 over 3y, 27% of budgetEnlace USA: $21,325 over 3y, 0.5% of budgetBrukner Nature Center: $14,400 over 6y, 0.5% of budgetBerea College: $14,400 over 6y, 0.0% of budgetCreo Dupage Ltd: $13,000 over 3y, 3.1% of budgetSpringfield Museum of Art: $12,400 over 6y, 0.2% of budgetOur Daily Bread: $12,000 over 5y, 0.1% of budgetThe New Path Inc: $10,800 over 6y, 0.1% of budgetDayton Children's Hospital: $10,000 over 1y, 0.0% of budgetTroy Skating Club: $10,000 over 1y, 16% of budgetTroy Recreation Association Inc: $10,000 over 1y, 2.9% of budgetEagles' Wings Stable Inc: $8,000 over 2y, 9.2% of budgetChampaign Aviation Museum: $7,500 over 2y, 0.6% of budgetBradford Ohio Railroad Museum: $7,500 over 2y, 4.0% of budgetWesley Chapel Mission Center: $7,000 over 2y, 0.8% of budgetNew Life Furniture Bank: $7,000 over 3y, 0.2% of budgetThe Ohio Foundation of Independent Colleges: $6,000 over 2y, 0.1% of budgetDarke County Historical Society: $6,000 over 2y, 0.8% of budgetFamily Abuse Shelter of Miami County Inc: $5,000 over 1y, 0.2% of budgetServant Partners Inc: $5,000 over 1y, 0.1% of budgetGood News in Action Inc: $5,000 over 1y, 0.1% of budgetUniversity of the Cumberlands Inc: $4,800 over 2y, 0.0% of budgetSt Boniface Reserved Education Foundation: $2,400 over 1y, 8.7% of budgetUpper Valley Medical Center: $2,400 over 2y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 32.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Troy FoundationOH36.5× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Hartzell Norris Charitable Trust with peer funders

About Hartzell Norris Charitable Trust

How much does Hartzell Norris Charitable Trust give?
Hartzell Norris Charitable Trust reported 21 grants totaling $146,200 in its FY2025 IRS filing. It funded between 24 and 44 organizations a year over FY2020 to FY2024.
What does Hartzell Norris Charitable Trust fund?
By grant dollars over FY2020 to FY2025, its largest causes are Human Services (21%), Food & Nutrition (18%), Philanthropy (12%).
Who are Hartzell Norris Charitable Trust's largest grantees?
By total granted over FY2020 to FY2025: Miami County YMCA ($250k), Clear Creek Farm ($242k), Miami County Dental Clinic ($70k).
Does Hartzell Norris Charitable Trust fund new organizations?
In FY2024, 3% of the organizations it funded were first-time grantees.
Does Hartzell Norris Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Hartzell Norris Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include The Troy Foundation, The Paul G Duke Foundation, The Dayton Foundation.
Where is Hartzell Norris Charitable Trust based?
Hartzell Norris Charitable Trust is based in OH.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 68 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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