Henry a True Trust

MARION, OH EIN: 31-0679235

Henry a True Trust is a private foundation, based in MARION, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 26 grants totaling $90K. Net investment income was $214K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

+1.5% YoY

Annual Giving

$90K

+9.8% YoY

Grant Count

26

+4.0% YoY

Avg Grant Size

$3K

+5.5% YoY

Under IRS private-foundation payout rules, Henry a True Trust reported a distributable amount of $174K for 2024 — the minimum it must pay out in qualifying distributions.

About Henry a True Trust

Based on IRS filings

Henry a True Trust is a private foundation, based in MARION, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 26 grants totaling $90K. Net investment income was $214K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ColumbusLarueMarion

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$86K$173K$259K$345K20202021202220232024
Metric202420232022
Total Assets$3,616,534$3,563,385$3,566,782
Revenue$240,706$184,350$69,511
Expenses$196,666$188,569$186,360
Qualifying Distributions$158,018$164,528$160,422
Net Investment Income$214,007$159,791$47,479
Distributable Amount$173,774$160,853$174,419

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K26 grants202025 grants202125 grants202225 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MARION COMMUNITY FOUNDAT…$10K1ST PRESBYTERIAN CHURCH$9KSTENGEL-TRUE MUSEUM$9KPALACE CULTURAL ARTS ASSO$9KMARION JUNIOR SERVICE GUI$7KMARION CITY PTA SHOE CL$6KCENTS FOR SHOES$5KUNITED WAY OF MARION COU…$5KLEE STREET PRESBYTERIAN C$5KOHIO HISTORY CONNECTION$5K

Grant Size Distribution

127 grants across all recorded years

127<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marion Community Foundation ($10,000), 1st Presbyterian Church ($9,000), Stengel-true Museum ($8,750).

RecipientPurposeAmount
1ST PRESBYTERIAN CHURCH MARION, OHCHARITABLE$9,000
BUCKEYE RIDGE HABITAT FOR HUMANITY MARION, OHCHARITABLE$3,000
CENTS FOR SHOES MARION, OHCHARITABLE$5,000
CHURCH OF THE BRETHREN MARION, OHCHARITABLE$500
EMANUEL LUTHERAN CHURCH MARION, OHCHARITABLE$500
HARDING BAND ORCHESTRA MARION, OHCHARITABLE$500
LEE STREET PRESBYTERIAN C MARION, OHCHARITABLE$4,500
MARION CITY PTA SHOE CL MARION, OHCHARITABLE$5,500
MARION COMMUNITY FOUNDATION MARION, OHCHARITABLE$10,000
MARION CONCERT BAND LARUE, OHCHARITABLE$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JOHN C BARTRAMTRUSTEE$7KDEAN L JACOBTRUSTEE$7KJANA L BARTRAMTRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
JOHN C BARTRAMTRUSTEE$7,290
DEAN L JACOBTRUSTEE$7,290
JANA L BARTRAMTRUSTEE$7,290

Frequently Asked Questions

How large is Henry a True Trust?

As of 2024, Henry a True Trust holds $3.6M in total assets with $241K in annual revenue. It awarded 26 grants totaling $90K in 2024.

Where does Henry a True Trust operate?

Henry a True Trust has awarded grants in Ohio.

What size grants does Henry a True Trust award?

In 2024, Henry a True Trust awarded 26 grants totaling $90K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Henry a True Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry a True Trust reported a distributable amount of $174K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry a True Trust's EIN?

Henry a True Trust's EIN (Employer Identification Number) is 31-0679235. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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