Nonprofit · EIN 31-6024521
HARTZELL-NORRIS CHARITABLE TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $609,613 | $191,228 | $418,385 | $5,671,769 | $0 | $5,671,769 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $133,932
- Net gain from sales of assets
- $475,681
Expenses
- Grants and similar amounts paid
- $146,200
- Compensation of officers, directors and key employees
- $36,510
- Disbursements for charitable purposes
- $153,347
- Excise tax on investment income
- $8,029
Balance sheet and other
- Total assets, start of year
- $5,253,019
- Total assets, end of year
- $5,671,769
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,671,769
- Fair market value of assets
- $8,933,323
- Qualifying distributions
- $153,347
- Net investment income
- $609,613
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 110 N MAIN STREET, DAYTON, OH 45402 | TRUSTEE | 1 | $36,510 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % PIQUA NATIONAL BANK & TRUST CO
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6024521
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1943
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,671,769
- Income (IRS master file)
- $1,931,007
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $192,512 | $339,795 | $5,332,403 | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about HARTZELL-NORRIS CHARITABLE TRUST
- What is the EIN of HARTZELL-NORRIS CHARITABLE TRUST?
- The employer identification number (EIN) of HARTZELL-NORRIS CHARITABLE TRUST is 31-6024521.
- Is HARTZELL-NORRIS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to HARTZELL-NORRIS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARTZELL-NORRIS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARTZELL-NORRIS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARTZELL-NORRIS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HARTZELL-NORRIS CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $36,510 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does HARTZELL-NORRIS CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $609,613, expenses of $191,228 and total assets of $5,671,769 at year end.
Other nonprofits in CINCINNATI
- CHILDRENS HOSPITAL MEDICAL CENTER EIN 31-0833936 · last filed 990 for 2025
- UC HEALTHCARE SYSTEM EIN 27-3850988 · last filed 990 for 2025
- BON SECOURS RICHMOND HEALTH SYSTEM EIN 52-1988421 · last filed 990 for 2023
- CHRIST HOSPITAL EIN 31-0538525 · last filed 990 for 2025
- KROGER CO HEALTH AND WELFARE BENEFIT TR FOR COLLECTIVELY-BARGAI EIN 31-1444123 · last filed 990 for 2024
- BETHESDA HOSPITAL INC EIN 31-0537122 · last filed 990 for 2025
- THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OHIO DTD 01251995 EIN 31-0537486 · last filed 990 for 2025
- SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN EIN 47-1277622 · last filed 990 for 2024