Henry a True Trust

Tax-deductible

Marion, OH501(c)(3)EIN 31-0679235

501(c)(3) charity; gifts are tax-deductible.
$28K 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
3 of 6
filings with a surplus
Average surplus $26K a year · 12% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$28K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
11 mo
of spending, in cash
Looks good: 10.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$55K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$365K
+52% vs prior year
Spent
$228K
Net assets
$3.7M
By yearFY2020–FY2025
Revenue
$365K
FY2025▲ +52%
Revenue by fiscal year
FY2020$178K
FY2021$314K
FY2022$70K
FY2023$184K
FY2024$241K
FY2025$365K
Expenses
$228K
FY2025▲ +16%
Expenses by fiscal year
FY2020$191K
FY2021$204K
FY2022$186K
FY2023$189K
FY2024$197K
FY2025$228K
Net assets
$3.7M
FY2025▲ +4%
Net assets by fiscal year
FY2020$3.5M
FY2021$3.6M
FY2022$3.5M
FY2023$3.5M
FY2024$3.6M
FY2025$3.7M

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1967.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 48% · $110K Operating & administrative 52% · $118K

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

Who runs it and what they're paid

3 people listed on the 990-PF; $28K paid to officers and key staff.

Part VII, Section A · reportable compensation
$9,169Pt VII · Sec A
$9,169Pt VII · Sec A
$9,169Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023
John C Bartram$9,169$7,290$6,338
Dean L Jacob$9,169$7,290$6,338
Jana L Bartram$9,169$7,290$6,338

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Henry a True Trust executive salaries →

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Programs and updates

A private foundation based in Marion, OH.

Provided by the organization

This section is blank until Henry a True Trust claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 26 grants · $110K · 2025–2025
Marion Community FoundationFY2025$15,000
Palace Cultural Arts AssoFY2025$10,000
1st Presbyterian ChurchFY2025$10,000
Stengel-True MuseumFY2025$10,000
Marion Junior Service GuiFY2025$8,500
Marion City PTA Shoe ClFY2025$6,000
Cents for ShoesFY2025$6,000
United Way of Marion CountyFY2025$5,500
Ohio History ConnectionFY2025$5,000
Lee Street Presbyterian CFY2025$5,000
Marion Shelter Program IFY2025$4,000
The Salvation ArmyFY2025$4,000
Buckeye Ridge Habitat for HumanityFY2025$3,500
YMCA Endowment FundFY2025$3,000
Residential Home Assn ofFY2025$2,000
Mobile Meals of Marion CountyFY2025$2,000
Marion Senior Citizens CeFY2025$2,000
Marion County HistoricalFY2025$2,000
See all 26 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$4K
Median grantPart XV$4K
Largest grantPart XV$15K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$365K
Investment income$359K
Other income$5K
Money out
$228K
Grants paid$110K
Running costs$118K
Owns and owes
$3.7M
net assets
Cash and savings$205K
Total assets$3.8M
Liabilities$55K
People
3
listed
Paid3
2In more detail
Revenue in detail
Investment income$359K
Other income$5K
Total revenue$365K
Assets in detailEnd of year
Cash and savings together$205K
Total assets$3.8M
Liabilities$55K
Net assets$3.7M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $365K$228K$137K$3.7M 990 PDF
FY2024 $241K$197K$44K$3.6M 990 PDF
FY2023 $184K$189K−$4K$3.5M 990 PDF
FY2022 $70K$186K−$117K$3.5M 990 PDF
FY2021 $314K$204K$110K$3.6M 990 PDF
FY2020 $178K$191K−$14K$3.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

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

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