Skip to content
Hartzell Norris Charitable Trust at a glance

· 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 FY2025still arriving
21
Grants FY2025still arriving
3
States reached
$58k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0194% 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
02FY2025 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k18 grants · $63k
  • $10k–50k2 grants · $26k
  • $50k–250k1 grant · $58k
$2,500
Median grant
3
States reached
$5.7M
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 11%MIAMI COUNTY YMCA: $100k → 10%NEW LIFE FURNITURE: $3k → 16%MIAMI COUNTY YMCA: $50k → 10%NEW LIFE FURNITURE: $2k → 16%MIAMI COUNTY YMCA: $50k → 10%NEW LIFE FURNITURE: $2k → 16%MIAMI COUNTY YMCA: $50k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
MI
NY
OH
CA
KY
VA
NM
AR
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$1.5M · 43 repeat orgs$156k to everyone else

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

Re-uppedFunded once

Organizations

43
22

Total granted

$1.5M
$148k

Median revenue growth · since first grant

+24%
+31%

Still filing today

58%
27%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
EducationHealthArts & CultureHuman ServicesInternationalFood & 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.

Backed again, and grew

  • CC
    CLEAR CREEK FARM
    6× · 2020–2025 · $242k · revenue +24% · 26% of their budget
  • MC
    MIAMI COUNTY DENTAL CLINIC
    5× · 2020–2024 · $70k · revenue +18%
  • BG
    BOYS & GIRLS CLUB OF DAYTON INC
    3× · 2023–2025 · $59k · revenue +62%

Funded once

  • AA
    ALARM - AFRICAN LEADERSHIP AND RECON
    one grant, 2023 · $21k
  • WC
    WHEATON COLLEGE
    one grant, 2020 · $15k
  • DC
    DAYTON CHILDREN'S HOSPITALgraduated
    one grant, 2021 · $10k · revenue +49%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Dayton Automobile and Memorabilia Museum Inc
Arts & Culture
2
Ohio Christian University

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…

Education
3
Dayton Area Chamber of Commerce

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.

—
4
Cincinnati Museum Center

Cincinnati museum center inspires people of all ages to learn more about our world through science, regional history, and educational, engaging and meaningful experiences.

Arts & Culture
5
Defiance College

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.

Education
6
The Dayton Art Institute

The dayton art institute is committed to enriching the community by creating meaningful experiences with art that are available to all.

Arts & Culture
7
Hospice of Dayton Inc

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…

Human Services
8
Dayton Christian Center Inc

To promote community by nuturing children and empowering familites in a christian environment by providing childcare services and supportive services for families.

Religion
9
Canfield Heritage Foundation

Museum

Arts & Culture
10
Hospice of Miami County Inc

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.…

—
11
Troy Area Chamber of Commerce

Empowering prosperity for troy, ohio

—
12
Muskingum Recreation Center

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.

Recreation & Sports
How this is measured
The grantee most central to the portfolio’s shape is Troy Christian Schools Inc; 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.
04the grantee network

34 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
34/34
Grantees still filing
23/34
Grew since first funded

Where the money sits, by cause and then by grantee

CLEAR CREEK FARM: $242,400 · OtherCLEAR CREEK FARMWACO: $117,780 · OtherWACOMATTHEW 25 MINISTRIES: $95,000 · OtherMATTHEW 25 MINISTRIESBOYS & GIRLS CLUB OF DAYTON INC: $58,880 · OtherRONALD MCDONALD HOUSE CHARITIES: $45,000 · OtherSALVATION ARMY: $42,380 · Other+47 more: $546,643 · Other+47 moreMiami County YMCA: $250,000 · Human ServicesMiami County YMC…THE NEW PATH INC: $10,800 · Human Services+1 more: $7,000 · Human ServicesPIQUA COMMUNITY FOUNDATION: $245,000 · PhilanthropyPIQUA COMMUNIT…MIAMI COUNTY DENTAL CLINIC: $70,000 · HealthDAYTON CHILDREN'S HOSPITAL: $10,000 · HealthEAGLES' WINGS STABLE INC: $8,000 · Health+1 more: $2,400 · HealthCOURT APPOINTED SPECIAL ADVOCATE OF ORANGE COUNTY: $50,000 · Civil RightsBETHANY CENTER: $41,780 · Food & NutritionBEREA COLLEGE: $14,400 · EducationCREO DUPAGE LTD: $13,000 · EducationTHE OHIO FOUNDATION OF INDEPENDENT COLLEGES: $6,000 · EducationUNIVERSITY OF THE CUMBERLANDS INC: $4,800 · EducationST BONIFACE RESERVED EDUCATION FOUNDATION: $2,400 · Education
Other$1,148,083Human Services$267,800Philanthropy$245,000Health$90,400Civil Rights$50,000Food & Nutrition$41,780Education$40,600

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetPIQUA COMMUNITY FOUNDATION: $245,000 over 5y, 3.4% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 SKATING CLUB ↗
  • Who funds TROY RECREATION ASSOCIATION INC ↗

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 FoundationThe Paul G Duke Found…The Dayton FoundationUnited Way of Miami C…Upper Valley Medical …Synchrony FoundationDayton Foundation Dep…Niels a Lundgard & Ru…Ohio Humanities Counc…Johnson Charitable Gi…Piqua Area United WayThe Niels a Lundgard …
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.

How much its grantees rely on government

Each dot is one organization Hartzell Norris Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Hartzell Norris Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%8%17%30%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–60%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    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

    Play a game based on Hartzell Norris’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home