501(c)(3) charity; gifts are tax-deductible.
$37K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $67K a year · 15% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$37K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
990-PF Pt VIII
28 mo
of spending, in cash
Looks good: 27.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$610K
+90% vs prior year
Spent
$191K
Net assets
$5.7M
By yearFY2020–FY2025
Revenue
$610K
FY2025▲ +90%
Tap a bar for its year
Revenue by fiscal year
FY2020$309K
FY2021$1.0M
FY2022$120K
FY2023$193K
FY2024$322K
FY2025$610K
Expenses
$191K
FY2025▼ -53%
Tap a bar for its year
Expenses by fiscal year
FY2020$509K
FY2021$452K
FY2022$288K
FY2023$340K
FY2024$405K
FY2025$191K
Net assets
$5.7M
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.1M
FY2021$5.6M
FY2022$5.5M
FY2023$5.3M
FY2024$5.3M
FY2025$5.7M

From the FY2025 Form 990 (year ending October 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1943.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 76% · $146K Operating & administrative 24% · $45K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990-PF; $37K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$36,510Pt VII · Sec A
See Hartzell-Norris Charitable Trust executive salaries →

On this list? Claim this org

Something off? Claim to add context

Programs and updates

A private foundation based in Cincinnati, OH.

Questions for Hartzell-Norris Charitable Trust

Tap to ask. Hartzell-Norris Charitable Trust sees how many people are interested.

Your first name shows with your question. Hartzell-Norris Charitable Trust answers here, for everyone.

Provided by the organization

Know this org? Add your story

Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 21 grants · $146K · 2024–2024
WacoFY2024$57,780
Bethany CenterOH · FY2024$12,780
Salvation ArmyFY2024$12,780
Lincoln Community Center Assn INCFY2024$7,780
Habitat for Humanity Miami CountyFY2024$6,000
Individual RecipientFY2024$5,000
Health Partners of MiamiFY2024$5,000
Overfield Tavern MuseumOH · FY2024$5,000
Rehabilitation Center forFY2024$3,600
Springfield Museum of ArtOH · FY2024$2,500
Hillside Chapel INCIN · FY2024$2,400
Troy Christian Schools INCOH · FY2024$2,400
Brukner Nature CenterOH · FY2024$2,400
Individual RecipientFY2024$2,400
St Boniface Reserved Education FoundatioFY2024$2,400
Individual RecipientFY2024$2,400
See all 21 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV9
Average grantPart XV$7K
Median grantPart XV$2K
Largest grantPart XV$58K
Top cause focusNTEEArts & Culture (14%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$610K
Investment income$610K
Money out
$191K
Grants paid$146K
Running costs$45K
Owns and owes
$5.7M
net assets
Cash and savings$440K
Total assets$5.7M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$610K
Total revenue$610K
Assets in detailEnd of year
Cash and savings together$440K
Total assets$5.7M
Liabilities$0
Net assets$5.7M
Operations
Fiscal year endsOctober

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $610K$191K$418K$5.7M 990 PDF
FY2024 $322K$405K−$84K$5.3M 990 PDF
FY2023 $193K$340K−$147K$5.3M 990 PDF
FY2022 $120K$288K−$168K$5.5M 990 PDF
FY2021 $1.0M$452K$580K$5.6M 990 PDF
FY2020 $309K$509K−$200K$5.1M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.