HARTZELL NORRIS CHARITABLE TRUST
Total Given 2020–2024
$1.4M
137 grants · $286K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$4K
typical micro grants · $2K–$10K
grant size
62%
deep partner · 39/63 multi-year
repeat
$7.2M
Assets · 2021
63
Distinct recipients
About
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
5135345310
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $6.2M | $406K | N/A |
| 2020 | $439K | $6.0M | $309K | 37 |
| 2021 | $385K | $7.2M | $1.0M | 45 |
| 2022 | $238K | $6.1M | $120K | 25 |
| 2024 | $367K | $7.9M | $322K | 30 |
Grant Size Distribution
Based on 137 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$4K
Average
$10K
75th Pctl
$10K
Maximum
$230K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | $33K |
| FIFTH THIRD BANK OF WESTERN OHIO | TRUSTEE | $5K |
Grants Awarded (137 total)
| Purpose | ||||
|---|---|---|---|---|
| CLEAR CREEK FARM | PIQUA, OH | $230,400 | GENERAL | 2020 |
| MIAMI COUNTY YMCA | PIQUA, OH | $100,000 | GENERAL SUPPORT | 2021 |
| PIQUA COMMUNITY FOUNDATION | PIQUA, OH | $80,000 | GENERAL | 2021 |
| WACO | TROY, OH | $50,000 | SCHOLARSHIP | 2024 |
| MIAMI COUNTY YMCA | PIQUA, OH | $50,000 | GENERAL SUPPORT | 2022 |
| MIAMI COUNTY YMCA | PIQUA, OH | $50,000 | GENERAL SUPPORT | 2024 |
| BOYS & GIRLS CLUB OF DAYTON | DAYTON, OH | $50,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| PIQUA COMMUNITY FOUNDATION | PIQUA, OH | $45,000 | GENERAL | 2024 |
| PIQUA COMMUNITY FOUNDATION | PIQUA, OH | $40,000 | GENERAL | 2020 |
| PIQUA COMMUNITY FOUNDATION | PIQUA, OH | $40,000 | GENERAL | 2022 |
| MATTHEW 25 MINISTRIES | GOBLES, MI | $35,000 | GENERAL SUPPORT | 2021 |
| JOHNSON FARM AND INDIAN AGENCY | PIQUA, OH | $25,000 | GENERAL | 2020 |
| MATTHEW 25 MINISTRIES | GOBLES, MI | $25,000 | GENERAL SUPPORT | 2024 |
| MATTHEW 25 MINISTRIES | GOBLES, MI | $25,000 | GENERAL SUPPORT | 2022 |
| RONALD MCDONALD HOUSE CHARITIES | CINCINNATI, OH | $20,000 | PROGRAM/PROJECT SUPPORT | 2024 |
| MIAMI COUNTY DENTAL CLINIC | TROY, OH | $20,000 | PROGRAM SERVICES | 2021 |
| TROY CHRISTIAN SCHOOLS | TROY, OH | $19,449 | PROGRAM SERVICES | 2022 |
| WHEATON COLLEGE | WHEATON, OH | $15,000 | GENERAL | 2020 |
| MIAMI COUNTY DENTAL CLINIC | TROY, OH | $15,000 | PROGRAM SERVICES | 2024 |
| CASA OF ORANGE COUNTY | SANTA ANA, CA | $15,000 | GENERAL OPERATING | 2022 |
| CASA OF ORANGE COUNTY | SANTA ANA, CA | $15,000 | GENERAL OPERATING | 2024 |
| ACROSS USA | CARSON, CA | $15,000 | GENERAL OPERATING | 2022 |
| LINCOLN COMMUNITY CENTER ASSN INC | TROY, OH | $13,000 | GENERAL SUPPORT | 2021 |
| LINCOLN COMMUNITY CENTER ASSN INC | TROY, OH | $10,500 | GENERAL SUPPORT | 2024 |
| MERCY SHIPS | LINDALE, OH | $10,000 | GENERAL | 2020 |